AWM
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Ariadne Wealth Management’s Xcel Energy XEL Stock Holding History

Ariadne Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$212K Sell
2,914
-577
-17% -$42.1K 0.1% 193
2025
Q1 		$247K Buy
3,491
+66
+2% +$4.66K 0.13% 173
2024
Q4 		$229K Sell
3,425
-1,683
-33% -$113K 0.1% 193
2024
Q3 		$338K Buy
+5,108
New +$338K 0.18% 113