Kestra Investment 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	$812K	Buy	11,678 +5,403	+86%	+$376K	0.01%	308
2025 Q1	$444K	Buy	6,275 +3,009	+92%	+$213K	0.01%	280
2024 Q4	$221K	Buy	+3,266	New	+$221K	0.01%	337