FMWA
Forvis Mazars Wealth Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
14,962
+219
| +1% | +$14.9K | 0.02% | 202 |
|
|
2025
Q1 | $1.04M | Buy |
14,743
+300
| +2% | +$21.2K | 0.03% | 202 |
|
|
2024
Q4 | $975K | Sell |
14,443
-108
| -0.7% | -$7.29K | 0.02% | 226 |
|
|
2024
Q3 | $950K | Buy |
14,551
+105
| +0.7% | +$6.86K | 0.02% | 235 |
|
|
2024
Q2 | $772K | Sell |
14,446
-1,850
| -11% | -$98.8K | 0.02% | 230 |
|
|
2024
Q1 | $876K | Sell |
16,296
-60
| -0.4% | -$3.23K | 0.02% | 224 |
|
|
2023
Q4 | $1.01M | Sell |
16,356
-976
| -6% | -$60.4K | 0.03% | 204 |
|
|
2023
Q3 | $992K | Sell |
17,332
-3
| -0% | -$172 | 0.03% | 206 |
|
|
2023
Q2 | $1.08M | Buy |
+17,335
| New | +$1.08M | 0.03% | 210 |
|
|
2022
Q3 | – | Sell |
-3,063
| Closed | -$217K | – | 402 |
|
|
2022
Q2 | $217K | Buy |
+3,063
| New | +$217K | 0.01% | 369 |
|
|
2016
Q3 | – | Sell |
-4,984
| Closed | -$223K | – | 200 |
|
|
2016
Q2 | $223K | Buy |
4,984
+153
| +3% | +$6.85K | 0.03% | 175 |
|
|
2016
Q1 | $202K | Buy |
+4,831
| New | +$202K | 0.03% | 185 |
|