PPWP
Proquility Private Wealth Partners’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.84M | Buy |
40,141
+213
| +0.5% | +$15.1K | 0.88% | 41 |
|
|
2024
Q4 | $2.7M | Buy |
39,928
+2,727
| +7% | +$184K | 0.87% | 38 |
|
|
2024
Q3 | $2.43M | Sell |
37,201
-669
| -2% | -$43.7K | 0.78% | 42 |
|
|
2024
Q2 | $2.02M | Buy |
37,870
+320
| +0.9% | +$17.1K | 0.69% | 46 |
|
|
2024
Q1 | $2.02M | Buy |
37,550
+4,158
| +12% | +$223K | 0.69% | 43 |
|
|
2023
Q4 | $2.07M | Buy |
+33,392
| New | +$2.07M | 0.78% | 43 |
|