World Investment Advisors’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
$462K Buy
6,788
+2,172
+47% +$148K 0.01% 759
2025
Q1
$327K Buy
4,616
+120
+3% +$8.49K 0.01% 837
2024
Q4
$304K Buy
+4,496
New +$304K 0.01% 816