Gries Financial’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	$238K	Sell	3,498 -195	-5%	-$13.3K	0.04%	253
2025 Q1	$261K	Sell	3,693 -31	-0.8%	-$2.19K	0.05%	224
2024 Q4	$251K	Buy	3,724 +647	+21%	+$43.7K	0.04%	236
2024 Q3	$201K	Buy	+3,077	New	+$201K	0.04%	266