Significant Wealth Partners’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
5,420
-294
-5% -$20K 0.18% 52
2025
Q1
$405K Buy
5,714
+833
+17% +$59K 0.21% 43
2024
Q4
$330K Buy
+4,881
New +$330K 0.17% 43