Truepoint Inc’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,618	Closed	-$410K	–	246
2023 Q4	$410K	Buy	6,618 +551	+9%	+$34.1K	0.01%	141
2023 Q3	$347K	Buy	+6,067	New	+$347K	0.01%	139