Dogwood Wealth Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.53K Buy
+67
New +$4.53K ﹤0.01% 461
2024
Q4
Hold
0
-$4 652
2024
Q3
Hold
0
-$3 378
2024
Q2
Hold
0
-$3 455
2024
Q1
Hold
0
-$6 446
2023
Q4
Hold
0
377