PWM
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Parkworth Wealth Management’s Xcel Energy XEL Stock Holding History

Parkworth Wealth Management’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 		$477 Buy
7
+2
+40% +$136 ﹤0.01% 659
2025
Q1 		$354 Hold
5
– – ﹤0.01% 531
2024
Q4 		$338 Buy
+5
New +$338 ﹤0.01% 558