DPW
DiNuzzo Private Wealth’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Sell |
192
-1
| -0.5% | -$68 | ﹤0.01% | 224 |
|
|
2025
Q1 | $13.7K | Buy |
193
+2
| +1% | +$142 | ﹤0.01% | 209 |
|
|
2024
Q4 | $12.9K | Hold |
191
| – | – | ﹤0.01% | 204 |
|
|
2024
Q3 | $12.5K | Buy |
191
+158
| +479% | +$10.3K | ﹤0.01% | 225 |
|
|
2024
Q2 | $1.76K | Buy |
33
+3
| +10% | +$160 | ﹤0.01% | 564 |
|
|
2024
Q1 | $1.61K | Hold |
30
| – | – | ﹤0.01% | 555 |
|
|
2023
Q4 | $1.86K | Buy |
+30
| New | +$1.86K | ﹤0.01% | 467 |
|