Genesis Private Wealth’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	$229K	Buy	3,363 +4	+0.1%	+$272	0.11%	134
2025 Q1	$238K	Sell	3,359 -74	-2%	-$5.24K	0.13%	113
2024 Q4	$232K	Buy	+3,433	New	+$232K	0.13%	113