Genesis Private Wealth’s Xcel Energy XEL Stock Holding History

Genesis Private Wealth’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
2026 Q1	–	Sell
2025 Q4	$223K	Sell
2025 Q3	$268K	Sell
2025 Q2	$229K	Buy
2025 Q1	$238K	Sell
2024 Q4	$232K	Buy