Prestige Wealth Management Group’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.3K	Hold	631	–	–	0.01%	256
2025 Q4	$47K	Hold	631	–	–	0.01%	260
2025 Q3	$51.3K	Hold	631	–	–	0.01%	262
2025 Q2	$43.4K	Hold	631	–	–	0.01%	270
2025 Q1	$45.1K	Hold	631	–	–	0.01%	264
2024 Q4	$42.6K	Hold	631	–	–	0.01%	275
2024 Q3	$41.6K	Sell	631 -8	-1%	-$475	0.01%	266
2024 Q2	$34.5K	Sell	639 -275	-30%	-$15K	0.01%	261
2024 Q1	$49.7K	Sell	914 -218	-19%	-$12.4K	0.01%	255
2023 Q4	$70.7K	Sell	1,132 -48	-4%	-$2.88K	0.02%	215
2023 Q3	$68.2K	Buy	1,180 +158	+15%	+$9.5K	0.02%	214
2023 Q2	$64.1K	Sell	1,022 -2,274	-69%	-$152K	0.02%	245
2023 Q1	$224K	Buy	3,296 +298	+10%	+$20.1K	0.06%	143
2022 Q4	$212K	Buy	2,998 +197	+7%	+$13.1K	0.06%	133
2022 Q3	$181K	Sell	2,801 -18	-0.6%	-$1.31K	0.05%	143
2022 Q2	$201K	Buy	2,819 +461	+20%	+$33.5K	0.05%	134
2022 Q1	$170K	Buy	2,358 +76	+3%	+$5.22K	0.04%	149
2021 Q4	$155K	Buy	2,282 +129	+6%	+$8.41K	0.04%	160
2021 Q3	$134K	Buy	2,153 +336	+18%	+$22.7K	0.03%	168
2021 Q2	$120K	Buy	1,817 +89	+5%	+$6.2K	0.03%	172
2021 Q1	$115K	Buy	1,728 +3	+0.2%	+$190	0.03%	171
2020 Q4	$115K	Sell	1,725 -489	-22%	-$34.1K	0.03%	162
2020 Q3	$153K	Buy	2,214 +250	+13%	+$17.1K	0.05%	135
2020 Q2	$122K	Buy	1,964 +919	+88%	+$57.9K	0.04%	139
2020 Q1	$63K	Buy	1,045 +580	+125%	+$37.8K	0.03%	155
2019 Q4	$30K	Sell	465 -80	-15%	-$5K	0.02%	248
2019 Q3	$35K	Buy	545 +86	+19%	+$5.36K	0.02%	225
2019 Q2	$27K	Hold	459	–	–	0.02%	238
2019 Q1	$26K	Sell	459 -180	-28%	-$9.57K	0.02%	246
2018 Q4	$32K	Buy	+639	New	+$32K	0.02%	241