Alpha Family Trust’s Xcel Energy XEL Stock Holding History

Alpha Family Trust’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 Q1	–	Sell	-7,390	Closed	-$458K	–	166
2023 Q4	$458K	Buy	+7,390	New	+$443K	0.31%	61
2023 Q3	–	Sell	-5,330	Closed	-$331K	–	141
2023 Q2	$331K	Hold	5,330	–	–	0.23%	72
2023 Q1	$359K	Sell	5,330 -260	-5%	-$17.5K	0.28%	69
2022 Q4	$392K	Buy	+5,590	New	+$372K	0.35%	54

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alpha Family Trust's XEL Position: Q1 2024 in Review

Alpha Family Trust sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 7,390 shares — an estimated $458K sold.

Alpha Family Trust first reported a position in XEL in Q4 2022 and held it in 4 quarters. The position peaked at $458K in Q4 2023. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

Alpha Family Trust reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
Alpha Family Trust sold 7,390 Xcel Energy shares in Q1 2024, an estimated $458K.
Alpha Family Trust first reported a position in Xcel Energy in Q4 2022 and held it in 4 quarters.
Alpha Family Trust's Xcel Energy position peaked at $458K in Q4 2023.
980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Alpha Family Trust's 13F filing for Q1 2024, filed 9 May 2024.