Lifeworks Advisors’s Xcel Energy XEL Stock Holding History

Lifeworks Advisors’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$336K	Buy
2023 Q2	–	Sell
2023 Q1	$304K	Sell
2022 Q4	$327K	Sell
2022 Q3	$329K	Sell
2022 Q2	$411K	Buy
2022 Q1	$255K	Buy
2021 Q4	$219K	Buy