OneAscent Financial Services’s Xcel Energy XEL Stock Holding History

OneAscent Financial Services’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$578K	Buy
2025 Q3	–	Sell
2025 Q2	$266K	Buy
2025 Q1	$272K	Buy
2024 Q4	$257K	Buy