LWAM
Legacy Wealth Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Sell |
8,202
-67
| -0.8% | -$4.56K | 0.14% | 227 |
|
|
2025
Q1 | $585K | Buy |
8,269
+623
| +8% | +$44.1K | 0.16% | 210 |
|
|
2024
Q4 | $516K | Sell |
7,646
-7
| -0.1% | -$473 | 0.14% | 236 |
|
|
2024
Q3 | $500K | Sell |
7,653
-44
| -0.6% | -$2.87K | 0.13% | 246 |
|
|
2024
Q2 | $411K | Buy |
7,697
+259
| +3% | +$13.8K | 0.12% | 265 |
|
|
2024
Q1 | $400K | Buy |
+7,438
| New | +$400K | 0.11% | 264 |
|