Diversify Advisory Services’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
$205K Sell
2,829
-2,575
-48% -$186K 0.01% 792
2025
Q1
$382K Buy
+5,404
New +$382K 0.02% 418