Crestwood Advisors Group’s Xcel Energy XEL Stock Holding History

Crestwood Advisors Group’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	$250K	Buy
2025 Q2	–	Sell
2025 Q1	$200K	Buy
2017 Q2	–	Sell
2017 Q1	$37K	Buy