FFN
Focus Financial Network’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Sell |
95,277
-8,620
| -8% | -$587K | 0.26% | 69 |
|
|
2025
Q1 | $7.35M | Sell |
103,897
-5,434
| -5% | -$385K | 0.3% | 64 |
|
|
2024
Q4 | $7.38M | Sell |
109,331
-1,059
| -1% | -$71.5K | 0.29% | 65 |
|
|
2024
Q3 | $7.27M | Buy |
110,390
+4,334
| +4% | +$285K | 0.3% | 68 |
|
|
2024
Q2 | $5.87M | Sell |
106,056
-2,769
| -3% | -$153K | 0.25% | 72 |
|
|
2024
Q1 | $5.85M | Sell |
108,825
-37,263
| -26% | -$2M | 0.29% | 71 |
|
|
2023
Q4 | $9.12M | Buy |
146,088
+27,828
| +24% | +$1.74M | 0.34% | 65 |
|
|
2023
Q3 | $6.83M | Buy |
118,260
+520
| +0.4% | +$30K | 0.39% | 52 |
|
|
2023
Q2 | $7.38M | Buy |
117,740
+3,149
| +3% | +$197K | 0.41% | 50 |
|
|
2023
Q1 | $7.79M | Buy |
114,591
+1,409
| +1% | +$95.8K | 0.48% | 45 |
|
|
2022
Q4 | $7.99M | Buy |
113,182
+1,501
| +1% | +$106K | 0.65% | 34 |
|
|
2022
Q3 | $7.2M | Sell |
111,681
-344
| -0.3% | -$22.2K | 0.62% | 33 |
|
|
2022
Q2 | $7.98M | Buy |
112,025
+4,349
| +4% | +$310K | 0.66% | 30 |
|
|
2022
Q1 | $7.82M | Buy |
107,676
+37,767
| +54% | +$2.74M | 0.55% | 37 |
|
|
2021
Q4 | $4.76M | Buy |
69,909
+28,370
| +68% | +$1.93M | 0.7% | 32 |
|
|
2021
Q3 | $2.62M | Sell |
41,539
-331
| -0.8% | -$20.8K | 0.35% | 77 |
|
|
2021
Q2 | $2.78M | Sell |
41,870
-481
| -1% | -$31.9K | 0.37% | 72 |
|
|
2021
Q1 | $2.84M | Sell |
42,351
-58,874
| -58% | -$3.94M | 0.33% | 70 |
|
|
2020
Q4 | $6.79M | Buy |
101,225
+1,131
| +1% | +$75.9K | 0.6% | 33 |
|
|
2020
Q3 | $6.95M | Buy |
100,094
+4,107
| +4% | +$285K | 0.65% | 37 |
|
|
2020
Q2 | $6.04M | Buy |
95,987
+657
| +0.7% | +$41.3K | 0.67% | 33 |
|
|
2020
Q1 | $5.79M | Buy |
95,330
+25
| +0% | +$1.52K | 0.78% | 34 |
|
|
2019
Q4 | $6.09M | Sell |
95,305
-8,673
| -8% | -$554K | 0.75% | 30 |
|
|
2019
Q3 | $6.78M | Buy |
103,978
+13,528
| +15% | +$883K | 0.94% | 23 |
|
|
2019
Q2 | $5.42M | Buy |
90,450
+2,071
| +2% | +$124K | 0.8% | 27 |
|
|
2019
Q1 | $5M | Buy |
+88,379
| New | +$5M | 0.8% | 27 |
|