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Vantage Financial Partners (Wisconsin)’s Xcel Energy XEL Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$353K Hold
5,188
– – 0.08% 135
2025
Q1 		$367K Hold
5,188
– – 0.09% 121
2024
Q4 		$350K Hold
5,188
– – 0.09% 124
2024
Q3 		$339K Buy
+5,188
New +$339K 0.08% 131