Forvis Mazars Wealth Advisors, LLC

Position in XEL — Xcel Energy Inc

CIK 1352864 Springfield, MO

Position in XEL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,262,075

+$13,517 QoQ

Shares Held

15,717

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#498

of 1,278 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. XEL ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	47,273	$3,836,676
2	DTE	Dte Energy Co	18,929	$2,884,211
3	DUK	Duke Energy CORP	18,716	$2,369,071
4	NEE	Nextera Energy Inc	20,669	$1,814,118
5	XEL	Xcel Energy Inc This page	15,717	$1,262,075
6	ED	Consolidated Edison Inc	10,794	$1,194,140
7	WEC	Wec Energy Group, Inc.	8,939	$1,043,807
8	EVRG	Evergy, Inc.	8,200	$708,726

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,262,075	15,717	0.0%	Shares	Sole	2026-08-10
2026-03-31	$1,248,558	15,717	-3.5%	Shares	Sole	2026-05-01
2025-12-31	$1,202,736	16,284	0.0%	Shares	Sole	2026-02-10
2025-09-30	$1,313,304	16,284	+8.8%	Shares	Sole	2025-10-30
2025-06-30	$1,018,912	14,962	+1.5%	Shares	Sole	2025-07-29
2025-03-31	$1,043,656	14,743	+2.1%	Shares	Sole	2025-05-13
2024-12-31	$975,191	14,443	-0.7%	Shares	Sole	2025-02-04
2024-09-30	$950,180	14,551	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$771,560	14,446	-11.4%	Shares	Sole	2024-08-09
2024-03-31	$875,910	16,296	-0.4%	Shares	Sole	2024-04-19
2023-12-31	$1,012,599	16,356	-5.6%	Shares	Sole	2024-01-11
2023-09-30	$991,737	17,332	-0.0%	Shares	Sole	2023-10-26
2023-06-30	$1,077,716	17,335	+465.9%	Shares	Sole	2023-08-08
2022-06-30	$216,737	3,063	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.