WFA
XEL icon

West Financial Advisors’s Xcel Energy XEL Stock Holding History

West Financial Advisors’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$45.1K Hold
662
– – 0.01% 106
2025
Q1 		$46.9K Hold
662
– – 0.01% 103
2024
Q4 		$44.7K Hold
662
– – 0.01% 100
2024
Q3 		$43.2K Buy
+662
New +$43.2K 0.01% 92