CWM
XEL icon

Catalyst Wealth Management’s Xcel Energy XEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$752K Buy
11,155
+2,467
+28% +$166K 0.7% 58
2022
Q4
$609K Buy
+8,688
New +$609K 0.57% 63