Net Worth Advisory Group’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
5,868
+1,104
+23% +$75.2K 0.09% 231
2025
Q1
$337K Buy
4,764
+102
+2% +$7.22K 0.11% 217
2024
Q4
$315K Buy
4,662
+59
+1% +$3.98K 0.1% 239
2024
Q3
$301K Buy
+4,603
New +$301K 0.09% 274