MSWA
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Marshall & Sterling Wealth Advisors’s Xcel Energy XEL Stock Holding History

Marshall & Sterling 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 		$31.8K Sell
468
-42
-8% -$2.86K 0.02% 216
2025
Q1 		$36.1K Buy
+510
New +$36.1K 0.02% 195