Ullmann Wealth Partners Group’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	$219K	Buy	3,213 +32	+1%	+$2.18K	0.03%	133
2025 Q1	$225K	Buy	+3,181	New	+$225K	0.03%	125