Freedom Financial Partners’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
$511K Sell
7,499
-50
-0.7% -$3.41K 0.22% 52
2025
Q1
$534K Buy
7,549
+1
+0% +$71 0.25% 46
2024
Q4
$510K Buy
+7,548
New +$510K 0.25% 51