GFA
Gallagher Fiduciary Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
17,922
+858
| +5% | +$58.4K | 0.05% | 64 |
|
|
2025
Q1 | $1.21M | Sell |
17,064
-238
| -1% | -$16.8K | 0.04% | 76 |
|
|
2024
Q4 | $1.17M | Buy |
17,302
+67
| +0.4% | +$4.52K | 0.23% | 57 |
|
|
2024
Q3 | $1.13M | Hold |
17,235
| – | – | 0.23% | 52 |
|
|
2024
Q2 | $921K | Buy |
17,235
+15
| +0.1% | +$801 | 0.21% | 55 |
|
|
2024
Q1 | $926K | Buy |
17,220
+2,843
| +20% | +$153K | 0.03% | 59 |
|
|
2023
Q4 | $890K | Sell |
14,377
-566
| -4% | -$35K | 0.03% | 58 |
|
|
2023
Q3 | $855K | Buy |
14,943
+636
| +4% | +$36.4K | 0.08% | 54 |
|
|
2023
Q2 | $889K | Sell |
14,307
-44
| -0.3% | -$2.74K | 0.07% | 68 |
|
|
2023
Q1 | $968K | Buy |
+14,351
| New | +$968K | 0.08% | 66 |
|