Lakeridge Wealth Management’s Xcel Energy XEL Stock Holding History

Lakeridge Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$430K	Sell
2025 Q2	$364K	Sell
2025 Q1	$395K	Buy
2024 Q4	$375K	Buy
2024 Q3	$361K	Buy
2024 Q2	$295K	Buy
2024 Q1	$283K	Buy
2023 Q4	$221K	Buy