Marshall & Sullivan’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	$43.7K	Buy	+642	New	+$43.7K	0.02%	71
2023 Q1	–	Sell	-599	Closed	-$42K	–	91
2022 Q4	$42K	Buy	+599	New	+$42K	0.03%	65