CWM
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Centric Wealth Management’s Xcel Energy XEL Stock Holding History

Centric 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
2025
Q2 		$231K Hold
3,150
– – 0.06% 168
2025
Q1 		$223K Hold
3,150
– – 0.06% 156
2024
Q4 		$213K Hold
3,150
– – 0.06% 158
2024
Q3 		$209K Buy
+3,150
New +$209K 0.06% 165