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Rise Advisors’s Xcel Energy XEL Stock Holding History

Rise 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
2025
Q2 		$35.3K Buy
518
+200
+63% +$13.6K 0.01% 305
2025
Q1 		$22.5K Buy
+318
New +$22.5K 0.01% 441