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Whipplewood Advisors’s Xcel Energy XEL Stock Holding History

Whipplewood 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
2025
Q2 		$160K Sell
2,346
-6
-0.3% -$409 0.09% 191
2025
Q1 		$166K Buy
2,352
+6
+0.3% +$424 0.1% 180
2024
Q4 		$158K Buy
+2,346
New +$158K 0.09% 186