Rialto Wealth Management’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	$11.6K	Buy	170 +13	+8%	+$885	﹤0.01%	406
2025 Q1	$11.1K	Buy	157 +7	+5%	+$496	﹤0.01%	399
2024 Q4	$10.1K	Buy	+150	New	+$10.1K	﹤0.01%	391