Private Wealth Management Group’s Xcel Energy XEL Stock Holding History

Private Wealth Management Group’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.29K	Hold
2025 Q2	$5.31K	Hold
2025 Q1	$5.52K	Hold
2024 Q4	$5.27K	Hold
2024 Q3	$5.09K	Hold
2024 Q2	$4.17K	Sell
2024 Q1	$11.1K	Sell
2023 Q4	$16.5K	Buy