First Foundation 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 | $453K | Sell |
6,659
-3,352
| -33% | -$228K | 0.02% | 244 |
|
|
2025
Q1 | $709K | Hold |
10,011
| – | – | 0.03% | 196 |
|
|
2024
Q4 | $676K | Sell |
10,011
-850
| -8% | -$57.4K | 0.03% | 203 |
|
|
2024
Q3 | $709K | Sell |
10,861
-324
| -3% | -$21.2K | 0.03% | 197 |
|
|
2024
Q2 | $597K | Buy |
11,185
+3,450
| +45% | +$184K | 0.02% | 209 |
|
|
2024
Q1 | $416K | Hold |
7,735
| – | – | 0.02% | 244 |
|
|
2023
Q4 | $479K | Sell |
7,735
-9,989
| -56% | -$618K | 0.02% | 235 |
|
|
2023
Q3 | $1.01M | Buy |
17,724
+311
| +2% | +$17.8K | 0.05% | 176 |
|
|
2023
Q2 | $1.08M | Buy |
17,413
+643
| +4% | +$40K | 0.05% | 171 |
|
|
2023
Q1 | $1.13M | Buy |
16,770
+104
| +0.6% | +$7.01K | 0.05% | 165 |
|
|
2022
Q4 | $1.17M | Buy |
16,666
+974
| +6% | +$68.3K | 0.06% | 169 |
|
|
2022
Q3 | $1M | Buy |
15,692
+552
| +4% | +$35.3K | 0.05% | 169 |
|
|
2022
Q2 | $1.07M | Buy |
+15,140
| New | +$1.07M | 0.05% | 173 |
|