A detailed history of Forvis Wealth Advisors, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 14,446 shares of XEL stock, worth $922,232. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,446
Previous 16,296 11.35%
Holding current value
$922,232
Previous $875,000 11.89%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$52.53 - $56.74 $97,180 - $104,969
-1,850 Reduced 11.35%
14,446 $771,000
Q1 2024

Apr 19, 2024

SELL
$48.44 - $63.73 $2,906 - $3,823
-60 Reduced 0.37%
16,296 $875,000
Q4 2023

Jan 11, 2024

SELL
$55.03 - $63.33 $53,709 - $61,810
-976 Reduced 5.63%
16,356 $1.01 Million
Q3 2023

Oct 25, 2023

SELL
$55.59 - $65.21 $166 - $195
-3 Reduced 0.02%
17,332 $991,000
Q2 2023

Aug 08, 2023

BUY
$61.24 - $71.27 $1.06 Million - $1.24 Million
17,335 New
17,335 $1.08 Million
Q2 2022

Jul 22, 2022

BUY
$63.91 - $76.34 $195,756 - $233,829
3,063 New
3,063 $217,000

Others Institutions Holding XEL

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $34.9B
  • Description
  • Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. It operates through Regulated Electric Utility, Regulated Natural Gas Utility, and All Other segments. The company generates electricity through coal, nuclear, natural gas, hydroelectric, solar, biomass, oil, wood/refuse, and wind ene...
More about XEL
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