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AXQ Capital’s Xcel Energy XEL Stock Holding History

AXQ 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
Q3 		– Sell
-13,320
Closed -$711K – 629
2024
Q2 		$711K Buy
+13,320
New +$725K 0.17% 228
2024
Q1 		– Sell
-5,900
Closed -$365K – 910
2023
Q4 		$365K Sell
5,900
-600
-9% -$36K 0.1% 338
2023
Q3 		$372K Buy
+6,500
New +$391K 0.13% 268

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

AXQ Capital's XEL Position: Q3 2024 in Review

AXQ Capital sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 13,320 shares — an estimated $711K sold.

AXQ Capital first reported a position in XEL in Q3 2023 and held it in 3 quarters. The position peaked at $711K in Q2 2024. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • AXQ Capital reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
  • AXQ Capital sold 13,320 Xcel Energy shares in Q3 2024, an estimated $711K.
  • AXQ Capital first reported a position in Xcel Energy in Q3 2023 and held it in 3 quarters.
  • AXQ Capital's Xcel Energy position peaked at $711K in Q2 2024.
  • 1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on AXQ Capital's 13F filing for Q3 2024, filed 14 Nov 2024.