Anchor Pointe Wealth Management’s Xcel Energy XEL Stock Holding History

Anchor Pointe 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 Q4	$221K	Buy	+3,276	New	+$220K	0.29%	74

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Anchor Pointe Wealth Management's XEL Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Xcel Energy (XEL) in Q4 2024: 3,276 shares worth $221K. The stake represents 0.29% of the portfolio and ranks #74 among its holdings.

1,114 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

Anchor Pointe Wealth Management held 3,276 shares of Xcel Energy worth $221K as of Q4 2024.
Xcel Energy was a new Anchor Pointe Wealth Management position in Q4 2024.
Xcel Energy made up 0.29% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #74 holding.
1,114 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.