Crestwood Advisors Group’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	–	Sell	-2,827	Closed	-$200K	–	540
2025 Q1	$200K	Buy	+2,827	New	+$200K	﹤0.01%	482
2017 Q2	–	Sell	-833	Closed	-$37K	–	441
2017 Q1	$37K	Buy	+833	New	+$37K	﹤0.01%	296