WR Wealth Planners’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$5.6K Buy
2024
Q3
$5.03K Buy
2024
Q2
$3.15K Sell
2024
Q1
$3.82K Buy