JPL Wealth Management’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	$227K	Buy	3,331 +8	+0.2%	+$545	0.06%	108
2025 Q1	$235K	Hold	3,323	–	–	0.07%	107
2024 Q4	$224K	Buy	+3,323	New	+$224K	0.06%	119
2024 Q1	–	Sell	-3,309	Closed	-$205K	–	120
2023 Q4	$205K	Buy	+3,309	New	+$205K	0.15%	99