Diversify Advisory Services’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$216K Buy
2025
Q3
$227K Sell
2025
Q2
$205K Sell
2025
Q1
$382K Buy