SW
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Simplicity Wealth’s Xcel Energy XEL Stock Holding History

Simplicity Wealth’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22,999
Closed -$1.23M – 1235
2024
Q2 		$1.23M Buy
22,999
+8,656
+60% +$462K 0.03% 470
2024
Q1 		$771K Buy
+14,343
New +$771K 0.02% 593