FPAS
Focus Partners Advisor Solutions’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,145
| Closed | -$364K | – | 1181 |
|
|
2025
Q1 | $364K | Buy |
5,145
+106
| +2% | +$7.5K | 0.01% | 685 |
|
|
2024
Q4 | $340K | Sell |
5,039
-31
| -0.6% | -$2.09K | 0.01% | 571 |
|
|
2024
Q3 | $331K | Buy |
+5,070
| New | +$331K | 0.01% | 541 |
|
|
2024
Q2 | – | Sell |
-4,710
| Closed | -$253K | – | 683 |
|
|
2024
Q1 | $253K | Buy |
+4,710
| New | +$253K | 0.01% | 515 |
|
|
2022
Q1 | – | Sell |
-3,400
| Closed | -$230K | – | 356 |
|
|
2021
Q4 | $230K | Buy |
+3,400
| New | +$230K | 0.05% | 117 |
|