PWG
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Portside Wealth Group’s Xcel Energy XEL Stock Holding History

Portside Wealth Group’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 		$212K Buy
3,118
+271
+10% +$18.5K 0.03% 432
2025
Q1 		$202K Buy
+2,847
New +$202K 0.03% 407