Challenger Wealth Management’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Sell	3,000 -1,004	-25%	-$68.4K	0.14%	109
2025 Q1	$283K	Buy	4,004 +4	+0.1%	+$283	0.22%	78
2024 Q4	$270K	Buy	+4,000	New	+$270K	0.23%	83