Secured Retirement Advisors’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$343K Sell
2024
Q3
$338K Sell
2024
Q2
$277K Hold
2024
Q1
$279K Buy
2023
Q4
$300K Buy