Integrated Wealth Concepts’s Xcel Energy XEL Stock Holding History

Integrated Wealth Concepts’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	$2.55M	Sell
2025 Q1	$2.89M	Sell
2024 Q4	$3.13M	Buy
2024 Q3	$1.14M	Buy
2024 Q2	$893K	Buy
2024 Q1	$795K	Buy
2023 Q4	$842K	Buy
2023 Q3	$706K	Buy
2023 Q2	$693K	Buy
2023 Q1	$599K	Buy