Confluence Wealth Services’s Xcel Energy XEL Stock Holding History

Confluence Wealth Services’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$226K	Buy
2025 Q2	–	Sell
2025 Q1	$201K	Buy
2023 Q3	–	Sell
2023 Q2	$206K	Sell
2023 Q1	$225K	Buy
2022 Q4	$230K	Hold
2022 Q3	$210K	Hold
2022 Q2	$245K	Buy
2022 Q1	$202K	Hold
2021 Q4	$189K	Buy