WealthTrak Capital Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.38K Sell
35
-5
-13% -$341 ﹤0.01% 415
2025
Q1
$2.83K Buy
40
+15
+60% +$1.06K ﹤0.01% 316
2024
Q4
$1.69K Buy
+25
New +$1.69K ﹤0.01% 349