PCG
Prosperity Consulting Group’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
10,251
+8
| +0.1% | +$545 | 0.05% | 269 |
|
|
2025
Q1 | $725K | Sell |
10,243
-62
| -0.6% | -$4.39K | 0.06% | 257 |
|
|
2024
Q4 | $696K | Buy |
10,305
+4,929
| +92% | +$333K | 0.05% | 268 |
|
|
2024
Q3 | $351K | Buy |
+5,376
| New | +$351K | 0.03% | 352 |
|