Heritage Wealth Management (Ohio)’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	$739K	Sell	10,854 -276	-2%	-$18.8K	0.24%	103
2025 Q1	$788K	Buy	11,130 +45	+0.4%	+$3.19K	0.27%	98
2024 Q4	$748K	Sell	11,085 -79	-0.7%	-$5.33K	0.25%	104
2024 Q3	$729K	Buy	11,164 +53	+0.5%	+$3.46K	0.24%	107
2024 Q2	$585K	Buy	+11,111	New	+$585K	0.2%	119