J.W. Cole 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	$968K	Buy	14,220 +1,432	+11%	+$97.5K	0.02%	679
2025 Q1	$905K	Buy	+12,788	New	+$905K	0.03%	571
2020 Q4	–	Sell	-19,564	Closed	-$1.35M	–	887
2020 Q3	$1.35M	Buy	+19,564	New	+$1.35M	0.1%	206