Cherry Tree Wealth Management’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$118K	Sell	1,491 -343	-19%	-$26.9K	0.03%	200
2025 Q4	$135K	Buy	1,834 +4	+0.2%	+$315	0.03%	196
2025 Q3	$148K	Sell	1,830 -721	-28%	-$52.2K	0.03%	186
2025 Q2	$174K	Sell	2,551 -7	-0.3%	-$485	0.04%	166
2025 Q1	$181K	Sell	2,558 -135	-5%	-$9.19K	0.04%	164
2024 Q4	$182K	Buy	2,693 +9	+0.3%	+$604	0.05%	165
2024 Q3	$175K	Buy	2,684 +10	+0.4%	+$593	0.04%	169
2024 Q2	$143K	Sell	2,674 -527	-16%	-$28.7K	0.04%	175
2024 Q1	$172K	Buy	3,201 +14	+0.4%	+$799	0.04%	169
2023 Q4	$197K	Sell	3,187 -364	-10%	-$21.8K	0.05%	152
2023 Q3	$203K	Buy	3,551 +13	+0.4%	+$781	0.06%	140
2023 Q2	$220K	Buy	+3,538	New	+$236K	0.06%	133