MJT & Associates Financial Advisory’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
$196K Sell
2,879
-300
-9% -$20.4K 0.24% 40
2025
Q1
$225K Buy
+3,179
New +$225K 0.22% 41