Modern Wealth Management, LLC's ownership history for XEL

Modern Wealth Management, LLC currently holds 18.8K shares with a market value of $1.5M. It started holding XEL on 2024-09-30. At its peak, it held 18.8K shares on 2026-03-31. Its highest holding value was $1.5M on 2026-03-31. At its lowest, it held 7.8K shares on 2024-09-30, with a value of $512.6K on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 5.1K. In the recent year, Modern Wealth Management, LLC has increased its shares by 10.3K.