RAG
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RIA Advisory Group’s Xcel Energy XEL Stock Holding History

RIA Advisory Group’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 		$325K Buy
+4,769
New +$325K 0.1% 93
2024
Q1 		– Sell
-4,864
Closed -$494K – 220
2023
Q4 		$494K Buy
+4,864
New +$494K 0.21% 61