XCEL ENERGY INC

Ticker: XEL CUSIP: 98389B100 Class: COM

True Wealth Design, LLC's Holding History (CIK: 0001966033)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 884 Value ($000) $65 Avg Close $78.29 Range $71.88 - $82.37
Q3 2025
Shares 965 Value ($000) $78 Avg Close $71.34 Range $65.54 - $80.34
Q2 2025
Shares 952 Value ($000) $65 Avg Close $67.81 Range $63.89 - $71.28
Q1 2025
Shares 2,037 Value ($000) $144 Avg Close $66.02 Range $60.60 - $70.40
Q4 2024
Shares 1,987 Value ($000) $134 Avg Close $64.42 Range $59.66 - $70.48
Q3 2024
Shares 1,973 Value ($000) $129 Avg Close $56.58 Range $49.49 - $62.83
Q2 2024
Shares 11 Value ($000) $1 Avg Close $51.36 Range $49.18 - $53.53
Q1 2024
Shares 12 Value ($000) $1 Avg Close $53.35 Range $43.63 - $59.92
Q4 2023
Shares 7 Value ($000) $0 Avg Close $55.51 Range $49.69 - $59.07
Q3 2023
Shares 7 Value ($000) $0 Avg Close $55.18 Range $50.51 - $60.14
Q2 2023
Shares 7 Value ($000) $0 Avg Close $60.77 Range $55.30 - $65.41
Q1 2023
Shares 7 Value ($000) $0 Avg Close $60.96 Range $56.67 - $65.80
Q4 2022
Shares 7 Value ($000) $0 Avg Close $59.61 Range $50.95 - $65.37