Evermay Wealth Management’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6	Closed	-$372	–	735
2023 Q4	$372	Buy	+6	New	+$372	﹤0.01%	599