Fortress Financial Group’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	$243K	Buy	3,574 +29	+0.8%	+$1.98K	0.21%	65
2025 Q1	$251K	Buy	3,545 +29	+0.8%	+$2.05K	0.25%	59
2024 Q4	$237K	Buy	+3,516	New	+$237K	0.24%	61