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Argent Financial Group’s Xcel Energy XEL Stock Holding History

Argent Financial Group’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 		$333K Buy
+5,093
New +$302K 0.04% 252

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

Argent Financial Group's XEL Position: Q3 2024 in Review

Argent Financial Group opened a new position in Xcel Energy (XEL) in Q3 2024: 5,093 shares worth $333K. The stake represents 0.04% of the portfolio and ranks #252 among its holdings.

1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • Argent Financial Group held 5,093 shares of Xcel Energy worth $333K as of Q3 2024.
  • Xcel Energy was a new Argent Financial Group position in Q3 2024.
  • Xcel Energy made up 0.04% of Argent Financial Group's portfolio in Q3 2024, its #252 holding.
  • 1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.