Insigneo Advisory Services’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,781	Closed	-$443K	–	694
2024 Q3	$443K	Sell	6,781 -752	-10%	-$49.1K	0.04%	340
2024 Q2	$437K	Buy	7,533 +553	+8%	+$32.1K	0.05%	321
2024 Q1	$379K	Buy	6,980 +136	+2%	+$7.39K	0.05%	324
2023 Q4	$427K	Buy	+6,844	New	+$427K	0.06%	264