Cyndeo Wealth Partners’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	$211K	Sell	3,093 -204	-6%	-$13.9K	0.01%	443
2025 Q1	$233K	Buy	3,297 +6	+0.2%	+$425	0.02%	417
2024 Q4	$222K	Buy	3,291 +206	+7%	+$13.9K	0.02%	418
2024 Q3	$201K	Buy	+3,085	New	+$201K	0.01%	433