Denver PWM’s Xcel Energy XEL Stock Holding History

Denver PWM’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 Q1	–	Sell
2024 Q4	$80.8K	Buy
2024 Q3	$77.5K	Buy
2024 Q2	$63K	Buy
2019 Q4	–	Sell
2019 Q3	$151K	Buy
2018 Q1	–	Sell
2017 Q4	$275K	Hold
2017 Q3	$314K	Buy