Segment Wealth Management’s Xcel Energy XEL Stock Holding History

Segment Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$500K	Buy
2025 Q2	$413K	Buy
2025 Q1	$305K	Buy
2023 Q3	–	Sell
2023 Q2	$201K	Hold
2023 Q1	$218K	Sell
2022 Q4	$245K	Hold
2022 Q3	$224K	Hold
2022 Q2	$248K	Hold
2022 Q1	$253K	Hold
2021 Q4	$237K	Buy