IAG Wealth Partners’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 | $86.9K | Hold |
1,276
| – | – | 0.01% | 159 |
|
|
2025
Q1 | $90.3K | Hold |
1,276
| – | – | 0.01% | 151 |
|
|
2024
Q4 | $86.2K | Hold |
1,276
| – | – | 0.02% | 148 |
|
|
2024
Q3 | $83.3K | Hold |
1,276
| – | – | 0.02% | 147 |
|
|
2024
Q2 | $68.2K | Hold |
1,276
| – | – | 0.01% | 155 |
|
|
2024
Q1 | $68.6K | Hold |
1,276
| – | – | 0.01% | 141 |
|
|
2023
Q4 | $79K | Hold |
1,276
| – | – | 0.02% | 122 |
|
|
2023
Q3 | $73K | Buy |
+1,276
| New | +$73K | 0.02% | 122 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$2K | – | 479 |
|
|
2022
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 393 |
|