Physician Wealth Advisors’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
$4.43K Buy
65
+54
+491% +$3.68K ﹤0.01% 829
2025
Q1
$779 Hold
11
﹤0.01% 1242
2024
Q4
$743 Buy
+11
New +$743 ﹤0.01% 1013