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Avitas Wealth Management’s Xcel Energy XEL Stock Holding History

Avitas 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
Q2 		– Sell
-39,694
Closed -$2.13M – 212
2024
Q1 		$2.13M Buy
39,694
+450
+1% +$25.7K 0.32% 85
2023
Q4 		$2.43M Buy
39,244
+1,150
+3% +$69K 0.41% 69
2023
Q3 		$2.18M Sell
38,094
-274
-0.7% -$16.5K 0.41% 69
2023
Q2 		$2.39M Buy
38,368
+250
+0.7% +$16.7K 0.43% 69
2023
Q1 		$2.57M Sell
38,118
-432
-1% -$29.2K 0.5% 55
2022
Q4 		$2.7M Buy
+38,550
New +$2.56M 0.57% 54

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avitas Wealth Management's XEL Position: Q2 2024 in Review

Avitas Wealth Management sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 39,694 shares — an estimated $2.13M sold.

Avitas Wealth Management first reported a position in XEL in Q4 2022 and held it in 6 quarters. The position peaked at $2.7M in Q4 2022. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Avitas Wealth Management reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 39,694 Xcel Energy shares in Q2 2024, an estimated $2.13M.
  • Avitas Wealth Management first reported a position in Xcel Energy in Q4 2022 and held it in 6 quarters.
  • Avitas Wealth Management's Xcel Energy position peaked at $2.7M in Q4 2022.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Avitas Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.