Good Steward Wealth Advisors’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
$240K Sell
3,525
-3,132
-47% -$213K 0.19% 81
2025
Q1
$471K Buy
+6,657
New +$471K 0.43% 60