Priebe Wealth Holdings’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	–	Sell	-4,129	Closed	-$292K	–	80
2025 Q1	$292K	Buy	4,129 +365	+10%	+$25.8K	0.18%	55
2024 Q4	$254K	Buy	3,764 +616	+20%	+$41.6K	0.17%	57
2024 Q3	$206K	Buy	+3,148	New	+$206K	0.15%	61