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WealthPLAN Partners’s Xcel Energy XEL Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-200
Closed -$12.4K – 1189
2023
Q2 		$12.4K Buy
+200
New +$13.4K ﹤0.01% 757
2019
Q2 		– Sell
-11,072
Closed -$634K – 277
2019
Q1 		$634K Buy
11,072
+843
+8% +$44.8K 0.1% 138
2018
Q4 		$547K Sell
10,229
-126
-1% -$6.32K 0.09% 143
2018
Q3 		$536K Buy
10,355
+1,747
+20% +$82.5K 0.1% 137
2018
Q2 		$394K Buy
8,608
+424
+5% +$19K 0.08% 165
2018
Q1 		$372K Buy
+8,184
New +$365K 0.08% 171

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Geode Capital Management
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Royal Bank of Canada
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return