Safeguard Investment Advisory Group’s Xcel Energy XEL Stock Holding History

Safeguard Investment Advisory Group’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$427K	Hold
2025 Q1	$444K	Buy
2024 Q4	$422K	Hold
2024 Q3	$408K	Sell
2024 Q2	$334K	Buy
2021 Q1	–	Sell
2020 Q4	$0	Buy