True Wealth Design’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
Q3 | $77.8K | Buy |
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|
2025
Q2 | $64.8K | Sell |
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|
2025
Q1 | $144K | Buy |
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|
2024
Q4 | $134K | Buy |
|
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|
2024
Q3 | $129K | Buy |
|
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|
2024
Q2 | $588 | Sell |
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|
2024
Q1 | $645 | Buy |
|
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|
2023
Q4 | $434 | Hold |
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|
2023
Q3 | $401 | Hold |
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|
2023
Q2 | $436 | Hold |
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|
2023
Q1 | $473 | Hold |
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|
2022
Q4 | $491 | Buy |
|