NewEdge Wealth’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	$262K	Sell	3,583 -273	-7%	-$20K	﹤0.01%	868
2025 Q1	$273K	Buy	3,856 +62	+2%	+$4.39K	﹤0.01%	792
2024 Q4	$256K	Buy	3,794 +133	+4%	+$8.98K	﹤0.01%	805
2024 Q3	$239K	Buy	+3,661	New	+$239K	﹤0.01%	787