Sagespring Wealth Partners’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	$581K	Buy	8,534 +3,292	+63%	+$224K	0.01%	393
2025 Q1	$371K	Buy	5,242 +709	+16%	+$50.2K	0.01%	459
2024 Q4	$306K	Buy	+4,533	New	+$306K	0.01%	475