Aspire Private Capital’s Xcel Energy XEL Stock Holding History

Aspire Private Capital’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	–	Sell	-412	Closed	-$26.9K	–	648
2024 Q3	$26.9K	Buy	412 +1	+0.2%	+$59	0.01%	280
2024 Q2	$22K	Buy	411 +175	+74%	+$9.52K	0.01%	307
2024 Q1	$12.7K	Buy	236 +3	+1%	+$171	﹤0.01%	371
2023 Q4	$14.4K	Buy	233 +116	+99%	+$6.96K	﹤0.01%	350
2023 Q3	$6.69K	Buy	117 +40	+52%	+$2.4K	﹤0.01%	446
2023 Q2	$4.79K	Hold	77	–	–	﹤0.01%	456
2023 Q1	$5.19K	Sell	77 -8	-9%	-$540	﹤0.01%	435
2022 Q4	$5.96K	Hold	85	–	–	﹤0.01%	414
2022 Q3	$5K	Hold	85	–	–	﹤0.01%	430
2022 Q2	$6K	Hold	85	–	–	﹤0.01%	390
2022 Q1	$6K	Hold	85	–	–	﹤0.01%	391
2021 Q4	$6K	Hold	85	–	–	﹤0.01%	402
2021 Q3	$5K	Hold	85	–	–	﹤0.01%	393
2021 Q2	$6K	Hold	85	–	–	﹤0.01%	381
2021 Q1	$6K	Buy	85 +8	+10%	+$506	﹤0.01%	374
2020 Q4	$5K	Hold	77	–	–	﹤0.01%	309
2020 Q3	$5K	Buy	+77	New	+$5.25K	﹤0.01%	320

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

Aspire Private Capital's XEL Position: Q4 2024 in Review

Aspire Private Capital sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 412 shares — an estimated $26.9K sold.

Aspire Private Capital first reported a position in XEL in Q3 2020 and held it in 17 quarters. The position peaked at $26.9K in Q3 2024. 1,114 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

Aspire Private Capital reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 412 Xcel Energy shares in Q4 2024, an estimated $26.9K.
Aspire Private Capital first reported a position in Xcel Energy in Q3 2020 and held it in 17 quarters.
Aspire Private Capital's Xcel Energy position peaked at $26.9K in Q3 2024.
1,114 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.