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Waldron Private Wealth’s Xcel Energy XEL Stock Holding History

Waldron Private Wealth’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,525
Closed -$220K – 453
2023
Q4 		$220K Buy
+3,525
New +$220K 0.01% 373