LWA
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Lifelong Wealth Advisors’s Xcel Energy XEL Stock Holding History

Lifelong Wealth Advisors’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$621K Buy
9,116
+7
+0.1% +$477 0.21% 39
2025
Q1 		$645K Buy
9,109
+1,688
+23% +$119K 0.3% 34
2024
Q4 		$501K Buy
+7,421
New +$501K 0.23% 34