9258 Wealth Management’s Xcel Energy XEL Stock Holding History

9258 Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$203K	Buy
2022 Q3	–	Sell
2022 Q2	$203K	Sell
2022 Q1	$210K	Buy