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9258 Wealth Management’s Xcel Energy XEL Stock Holding History

9258 Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$203K Buy
+3,106
New +$184K 0.03% 345
2022
Q3 		– Sell
-2,870
Closed -$203K – 346
2022
Q2 		$203K Sell
2,870
-42
-1% -$3.06K 0.05% 314
2022
Q1 		$210K Buy
+2,912
New +$200K 0.05% 335

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's XEL Position: Q3 2024 in Review

9258 Wealth Management opened a new position in Xcel Energy (XEL) in Q3 2024: 3,106 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #345 among its holdings. This is a return to the name: 9258 Wealth Management previously reported a position in XEL as recently as Q2 2022.

9258 Wealth Management first reported a position in XEL in Q1 2022 and has held it in 3 quarters since. The position peaked at $210K in Q1 2022. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • 9258 Wealth Management held 3,106 shares of Xcel Energy worth $203K as of Q3 2024.
  • Xcel Energy was a new 9258 Wealth Management position in Q3 2024.
  • Xcel Energy made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #345 holding.
  • 9258 Wealth Management first reported a position in Xcel Energy in Q1 2022 and has held it in 3 quarters since.
  • 9258 Wealth Management's Xcel Energy position peaked at $210K in Q1 2022.
  • 1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.