Occidental Asset Management’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	$220K	Buy	3,235 +5	+0.2%	+$341	0.03%	240
2025 Q1	$229K	Buy	3,230 +13	+0.4%	+$920	0.03%	223
2024 Q4	$217K	Buy	+3,217	New	+$217K	0.03%	196