GenTrust’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	$236K	Sell	3,437 -150	-4%	-$10.3K	0.01%	163
2025 Q1	$256K	Sell	3,587 -15	-0.4%	-$1.07K	0.01%	158
2024 Q4	$243K	Buy	3,602 +155	+4%	+$10.5K	0.01%	176
2024 Q3	$227K	Buy	+3,447	New	+$227K	0.01%	185