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Premier Path Wealth Partners’s Xcel Energy XEL Stock Holding History

Premier Path Wealth Partners’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 		$209K Buy
3,064
+7
+0.2% +$477 0.03% 375
2025
Q1 		$216K Sell
3,057
-738
-19% -$52.2K 0.03% 355
2024
Q4 		$256K Buy
+3,795
New +$256K 0.04% 328