HNW
High Note Wealth’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Hold |
2,694
| – | – | 0.04% | 110 |
|
|
2025
Q1 | $191K | Hold |
2,694
| – | – | 0.05% | 98 |
|
|
2024
Q4 | $182K | Buy |
+2,694
| New | +$182K | 0.05% | 102 |
|
|
2023
Q1 | – | Sell |
-2,935
| Closed | -$206K | – | 98 |
|
|
2022
Q4 | $206K | Buy |
+2,935
| New | +$206K | 0.09% | 91 |
|