Valued Wealth Advisors’s Xcel Energy XEL Stock Holding History

Valued Wealth Advisors’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	$9.2K	Buy
2025 Q2	$7.72K	Buy
2025 Q1	$7.15K	Hold
2024 Q4	$6.75K	Buy
2024 Q3	$6.12K	Buy
2024 Q2	$4.16K	Sell
2024 Q1	$4.22K	Sell
2023 Q4	$4.68K	Buy