Global Assets Advisory’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	–	Sell	-3,630	Closed	-$250K	–	299
2025 Q1	$250K	Buy	+3,630	New	+$250K	0.05%	232
2024 Q2	–	Sell	-64,469	Closed	-$1.21M	–	534
2024 Q1	$1.21M	Buy	+64,469	New	+$1.21M	0.06%	205