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Marcum Wealth’s Xcel Energy XEL Stock Holding History

Marcum Wealth’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
Q1 		$249K Sell
3,520
-102
-3% -$7.22K 0.02% 318
2024
Q4 		$245K Buy
3,622
+236
+7% +$15.9K 0.02% 326
2024
Q3 		$221K Buy
+3,386
New +$221K 0.02% 342