Exencial Wealth Advisors’s Xcel Energy XEL Stock Holding History

Exencial Wealth Advisors’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$261K	Buy
2015 Q2	–	Sell
2015 Q1	$220K	Sell
2014 Q4	$270K	Hold
2014 Q3	$227K	Buy
2014 Q2	$236K	Buy
2014 Q1	$235K	Hold
2013 Q4	$213K	Buy
2013 Q3	$214K	Buy
2013 Q2	$216K	Buy