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Regent Peak Wealth Advisors’s Xcel Energy XEL Stock Holding History

Regent Peak Wealth Advisors’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,034
Closed -$136K – 1019
2020
Q4 		$136K Buy
+2,034
New +$136K 0.05% 180