LVW Advisors’s Xcel Energy XEL Stock Holding History

LVW Advisors’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 Q3	$759K	Buy
2025 Q2	$593K	Buy
2025 Q1	$615K	Sell
2024 Q4	$844K	Buy
2024 Q3	$306K	Buy
2024 Q1	–	Sell
2023 Q4	$281K	Buy