Keudell/Morrison 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	$391K	Hold	5,748	–	–	0.09%	144
2025 Q1	$407K	Buy	5,748 +107	+2%	+$7.58K	0.1%	128
2024 Q4	$381K	Sell	5,641 -78	-1%	-$5.27K	0.1%	137
2024 Q3	$373K	Hold	5,719	–	–	0.1%	135
2024 Q2	$305K	Buy	+5,719	New	+$305K	0.09%	155