Forvis Wealth Advisors, LLC Xcel Energy Inc Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
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 14,551 shares of XEL stock, worth $980,737. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,551
Previous 14,446
0.73%
Holding current value
$980,737
Previous $771,000
23.22%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding XEL
# of Institutions
1,136Shares Held
453MCall Options Held
1.67MPut Options Held
714K-
Vanguard Group Inc Valley Forge, PA72.9MShares$4.91 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY45.9MShares$3.09 Billion0.06% of portfolio
-
State Street Corp Boston, MA37.1MShares$2.5 Billion0.1% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD20.5MShares$1.38 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY18.3MShares$1.23 Billion0.1% of portfolio
About XCEL ENERGY INC
- Ticker XEL
- Exchange NASDAQ
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 546,990,976
- Market Cap $36.9B
- 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...