Spurstone Advisory Services’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
$15.9K Hold
233
0.24% 55
2025
Q1
$16.5K Hold
233
0.32% 33
2024
Q4
$15.7K Buy
+233
New +$15.7K 0.3% 33