Strategic Wealth Partners’s Xcel Energy XEL Stock Holding History

Strategic Wealth Partners’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 Q3	$30K	Hold
2025 Q2	$25.3K	Buy
2019 Q4	–	Sell
2019 Q3	$12	Hold
2019 Q2	$11K	Hold
2019 Q1	$11K	Sell
2018 Q4	$18K	Sell
2018 Q3	$21K	Hold
2018 Q2	$20K	Sell
2018 Q1	$37K	Sell
2017 Q4	$142K	Buy