OneAscent 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	$266K	Buy	3,873 +44	+1%	+$3.02K	0.02%	441
2025 Q1	$272K	Buy	3,829 +18	+0.5%	+$1.28K	0.02%	419
2024 Q4	$257K	Buy	+3,811	New	+$257K	0.02%	391