Patrick M. Sweeney & Associates’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	$281K	Buy	4,120 +150	+4%	+$10.2K	0.19%	127
2025 Q1	$281K	Hold	3,970	–	–	0.21%	120
2024 Q4	$268K	Buy	3,970 +75	+2%	+$5.06K	0.2%	121
2024 Q3	$254K	Buy	+3,895	New	+$254K	0.19%	129