First Foundation Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $462K | Hold |
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|
2025
Q3 | $504K | Sell |
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|
2025
Q2 | $453K | Sell |
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|
2025
Q1 | $709K | Hold |
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|
2024
Q4 | $676K | Sell |
|
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|
2024
Q3 | $709K | Sell |
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|
2024
Q2 | $597K | Buy |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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