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Essential Planning’s Xcel Energy XEL Stock Holding History

Essential Planning’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-65,000
Closed -$4.36M – 304
2024
Q4 		$4.36M Buy
+65,000
New +$4.36M 0.03% 129