FMWA
XEL icon

Forvis Mazars Wealth Advisors’s Xcel Energy XEL Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25M Sell
15,717
-567
-3% -$44.5K 0.02% 192
2025
Q4 		$1.2M Hold
16,284
– – 0.02% 191
2025
Q3 		$1.31M Buy
16,284
+1,322
+9% +$95.6K 0.03% 182
2025
Q2 		$1.02M Buy
14,962
+219
+1% +$15.2K 0.02% 202
2025
Q1 		$1.04M Buy
14,743
+300
+2% +$20.4K 0.03% 202
2024
Q4 		$975K Sell
14,443
-108
-0.7% -$7.24K 0.02% 226
2024
Q3 		$950K Buy
14,551
+105
+0.7% +$6.23K 0.02% 235
2024
Q2 		$772K Sell
14,446
-1,850
-11% -$101K 0.02% 230
2024
Q1 		$876K Sell
16,296
-60
-0.4% -$3.43K 0.02% 224
2023
Q4 		$1.01M Sell
16,356
-976
-6% -$58.6K 0.03% 204
2023
Q3 		$992K Sell
17,332
-3
-0% -$180 0.03% 206
2023
Q2 		$1.08M Buy
+17,335
New +$1.16M 0.03% 210
2022
Q3 		– Sell
-3,063
Closed -$217K – 402
2022
Q2 		$217K Buy
+3,063
New +$223K 0.01% 369
2016
Q3 		– Sell
-4,984
Closed -$223K – 200
2016
Q2 		$223K Buy
4,984
+153
+3% +$6.33K 0.03% 175
2016
Q1 		$202K Buy
+4,831
New +$188K 0.03% 185

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's XEL Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Xcel Energy (XEL) stake by 3.5% in Q1 2026, selling an estimated $44.5K and leaving 15,717 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #192.

Forvis Mazars Wealth Advisors first reported a position in XEL in Q1 2016 and has held it in 15 quarters since. The position peaked at $1.31M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 15,717 shares of Xcel Energy worth $1.25M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 567 Xcel Energy shares in Q1 2026, an estimated $44.5K.
  • Xcel Energy made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #192 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Xcel Energy in Q1 2016 and has held it in 15 quarters since.
  • Forvis Mazars Wealth Advisors's Xcel Energy position peaked at $1.31M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.