Pinnacle Wealth Planning Services’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$147K Buy
2023
Q2
Sell
2023
Q1
$232K Buy
2022
Q4
$237K Buy
2021
Q1
Sell
2020
Q4
$97K Buy