Forvis Mazars Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $975K | Sell |
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|
2024
Q3 | $950K | Buy |
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|
2024
Q2 | $772K | Sell |
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|
2024
Q1 | $876K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $992K | Sell |
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|
2023
Q2 | $1.08M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $223K | Buy |
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|
2016
Q1 | $202K | Buy |
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