PWA
XEL icon

Principia Wealth Advisory’s Xcel Energy XEL Stock Holding History

Principia Wealth Advisory’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 		$1.5K Buy
22
+5
+29% +$340 ﹤0.01% 455
2025
Q1 		$1.17K Buy
17
+7
+70% +$480 ﹤0.01% 360
2024
Q4 		$675 Buy
+10
New +$675 ﹤0.01% 459