Scissortail Wealth Management’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	$274K	Hold	3,449	–	–	0.06%	102
2025 Q4	$255K	Sell	3,449 -200	-5%	-$15.8K	0.06%	96
2025 Q3	$294K	Sell	3,649 -8	-0.2%	-$579	0.06%	93
2025 Q2	$249K	Buy	3,657 +8	+0.2%	+$555	0.06%	104
2025 Q1	$258K	Hold	3,649	–	–	0.07%	95
2024 Q4	$246K	Buy	3,649 +3,645	+91,125%	+$244K	0.06%	109
2024 Q3	$247K	Sell	4 -3,745	-100%	-$222K	0.06%	113
2024 Q2	$200K	Hold	3,749	–	–	0.05%	121
2024 Q1	$202K	Sell	3,749 -11,058	-75%	-$631K	0.05%	111
2023 Q4	$883K	Buy	14,807 +10,958	+285%	+$657K	0.28%	73
2023 Q3	$224K	Buy	+3,849	New	+$231K	0.18%	44
2023 Q2	–	Sell	-3,849	Closed	-$260K	–	51
2023 Q1	$260K	Sell	3,849 -11,171	-74%	-$754K	0.23%	42
2022 Q4	$1.03M	Buy	15,020 +11,171	+290%	+$743K	0.6%	38
2022 Q3	$251K	Buy	+3,849	New	+$280K	0.13%	76
2022 Q2	–	Sell	-3,849	Closed	-$296K	–	144
2022 Q1	$296K	Buy	+3,849	New	+$264K	0.15%	72