Confluence Wealth Services’s Xcel Energy XEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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