BWM
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BKM Wealth Management’s Xcel Energy XEL Stock Holding History

BKM Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,192
Closed -$64.1K – 201
2024
Q1 		$64.1K Buy
1,192
+36
+3% +$1.94K 0.03% 189
2023
Q4 		$71.6K Buy
+1,156
New +$71.6K 0.03% 228