Mattson Financial Services’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	$959K	Sell	14,079 -214	-1%	-$14.6K	0.26%	108
2025 Q1	$1.01M	Sell	14,293 -1,796	-11%	-$127K	0.3%	95
2024 Q4	$1.05M	Sell	16,089 -5,224	-25%	-$341K	0.33%	91
2024 Q3	$1.14M	Sell	21,313 -150	-0.7%	-$8.01K	0.41%	97
2024 Q2	$1.15M	Buy	+21,463	New	+$1.15M	0.41%	97