Cornerstone Planning Group’s Xcel Energy XEL Stock Holding History

Cornerstone Planning Group’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.87K	Sell
2025 Q1	$4.99K	Buy
2024 Q4	$3.1K	Buy
2024 Q3	$2.62K	Buy
2024 Q2	$1.76K	Hold
2024 Q1	$1.64K	Buy
2023 Q4	$929	Hold
2023 Q3	$858	Sell
2023 Q2	$4.1K	Buy
2022 Q4	$6.94K	Buy