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Dogwood Wealth Management’s Xcel Energy XEL Stock Holding History

Dogwood Wealth Management’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
2026
Q2 		$16.8K Buy
209
+46
+28% +$3.67K 0.01% 279
2026
Q1 		$12.9K Buy
163
+26
+19% +$2.04K 0.01% 296
2025
Q4 		$10.1K Sell
137
-11
-7% -$868 ﹤0.01% 291
2025
Q3 		$11.9K Buy
148
+81
+121% +$5.86K 0.01% 248
2025
Q2 		$4.53K Buy
+67
New +$4.65K ﹤0.01% 461
2024
Q4 		– Hold
0
– -$4 – 652
2024
Q3 		– Hold
0
– – – 378
2024
Q2 		– Hold
0
– – – 455
2024
Q1 		– Hold
0
– – – 446
2023
Q4 		– Hold
0
– – – 377

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ORIO
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VFM
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TE
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CNB
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P
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OLA
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CIM
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AIM
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FFN
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