Vanguard Personalized Indexing 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
2026 Q1	$5.76M	Sell	72,519 -1,398	-2%	-$110K	0.06%	281
2025 Q4	$5.46M	Buy	73,917 +3,639	+5%	+$287K	0.05%	283
2025 Q3	$5.67M	Buy	70,278 +5,047	+8%	+$365K	0.06%	281
2025 Q2	$4.44M	Buy	65,231 +14,025	+27%	+$973K	0.05%	325
2025 Q1	$3.62M	Buy	51,206 +2,204	+4%	+$150K	0.05%	315
2024 Q4	$3.31M	Buy	49,002 +6,695	+16%	+$449K	0.05%	326
2024 Q3	$2.76M	Buy	42,307 +2,873	+7%	+$170K	0.04%	367
2024 Q2	$2.1M	Buy	39,434 +3,963	+11%	+$216K	0.04%	395
2024 Q1	$1.91M	Sell	35,471 -7,281	-17%	-$416K	0.04%	405
2023 Q4	$2.65M	Buy	42,752 +1,293	+3%	+$77.6K	0.07%	269
2023 Q3	$2.37M	Buy	41,459 +5,452	+15%	+$328K	0.07%	271
2023 Q2	$2.24M	Buy	36,007 +8,225	+30%	+$549K	0.07%	284
2023 Q1	$1.87M	Buy	27,782 +6,649	+31%	+$449K	0.07%	312
2022 Q4	$1.48M	Sell	21,133 -4,145	-16%	-$276K	0.06%	363
2022 Q3	$1.62M	Buy	25,278 +2,035	+9%	+$148K	0.07%	283
2022 Q2	$1.65M	Buy	23,243 +4,705	+25%	+$342K	0.08%	258
2022 Q1	$1.34M	Buy	18,538 +5,113	+38%	+$351K	0.06%	313
2021 Q4	$909K	Buy	13,425 +6,614	+97%	+$431K	0.05%	439
2021 Q3	$426K	Buy	6,811 +660	+11%	+$44.6K	0.04%	603
2021 Q2	$405K	Buy	6,151 +946	+18%	+$65.9K	0.04%	591
2021 Q1	$346K	Buy	5,205 +585	+13%	+$37K	0.05%	445
2020 Q4	$308K	Buy	4,620 +532	+13%	+$37.1K	0.07%	363
2020 Q3	$282K	Buy	4,088 +311	+8%	+$21.2K	0.08%	307
2020 Q2	$236K	Buy	+3,777	New	+$238K	0.11%	256