Poinciana Advisors Group’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	$308K	Hold	4,524	–	–	0.28%	72
2025 Q1	$320K	Hold	4,524	–	–	0.33%	51
2024 Q4	$305K	Buy	+4,524	New	+$305K	0.31%	54