LWM
Lakeridge Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
5,340
-234
| -4% | -$15.9K | 0.17% | 103 |
|
|
2025
Q1 | $395K | Buy |
5,574
+23
| +0.4% | +$1.63K | 0.2% | 101 |
|
|
2024
Q4 | $375K | Buy |
5,551
+19
| +0.3% | +$1.28K | 0.19% | 95 |
|
|
2024
Q3 | $361K | Buy |
5,532
+17
| +0.3% | +$1.11K | 0.2% | 100 |
|
|
2024
Q2 | $295K | Buy |
5,515
+251
| +5% | +$13.4K | 0.18% | 109 |
|
|
2024
Q1 | $283K | Buy |
5,264
+1,692
| +47% | +$90.9K | 0.18% | 99 |
|
|
2023
Q4 | $221K | Buy |
+3,572
| New | +$221K | 0.16% | 116 |
|