WIA
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Wetzel Investment Advisors’s Xcel Energy XEL Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-287
Closed -$15.4K – 899
2024
Q2 		$15.4K Hold
287
– – 0.01% 382
2024
Q1 		$15.4K Hold
287
– – 0.01% 429
2023
Q4 		$18K Buy
+287
New +$18K 0.01% 401