Trueblood 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
2025
Q3
$354K Sell
2025
Q2
$304K Hold
2025
Q1
$316K Hold
2024
Q4
$301K Sell
2024
Q3
$294K Hold
2024
Q2
$241K Sell
2024
Q1
$274K Buy
2023
Q4
$311K Buy