IAG Wealth Partners’s Xcel Energy XEL Stock Holding History

IAG Wealth Partners’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
2025 Q2	$86.9K	Hold
2025 Q1	$90.3K	Hold
2024 Q4	$86.2K	Hold
2024 Q3	$83.3K	Hold
2024 Q2	$68.2K	Hold
2024 Q1	$68.6K	Hold
2023 Q4	$79K	Hold
2023 Q3	$73K	Buy
2022 Q3	–	Sell
2022 Q2	$2K	Buy