HWA
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Heritage Wealth Architects’s Xcel Energy XEL Stock Holding History

Heritage Wealth Architects’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$266K Buy
3,903
+387
+11% +$26.4K 0.2% 43
2025
Q1 		$249K Buy
+3,516
New +$249K 0.24% 29