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Opal Wealth Advisors’s Xcel Energy XEL Stock Holding History

Opal Wealth Advisors’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$142K Buy
+2,081
New +$142K 0.04% 230
2024
Q3 		– Sell
-173
Closed -$9.24K – 1187
2024
Q2 		$9.24K Buy
173
+84
+94% +$4.49K ﹤0.01% 673
2024
Q1 		$4.78K Buy
+89
New +$4.78K ﹤0.01% 268