Tanglewood Legacy 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
Q2
$27.9K Hold
2025
Q1
$29K Hold
2024
Q4
$27.7K Hold
2024
Q3
$26.8K Hold
2024
Q2
$21.9K Hold
2024
Q1
$22K Hold
2023
Q4
$25.4K Hold
2023
Q3
$23.5K Hold
2023
Q2
$25.5K Hold
2023
Q1
$27.6K Hold
2022
Q4
$28.7K Buy