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Axxcess Wealth Management’s Xcel Energy XEL Stock Holding History

Axxcess 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 		– Sell
-4,659
Closed -$304K – 943
2024
Q3 		$304K Sell
4,659
-25
-0.5% -$1.48K 0.01% 684
2024
Q2 		$250K Sell
4,684
-25
-0.5% -$1.36K 0.01% 714
2024
Q1 		$253K Buy
4,709
+28
+0.6% +$1.6K 0.01% 726
2023
Q4 		$290K Sell
4,681
-739
-14% -$44.3K 0.01% 652
2023
Q3 		$310K Buy
5,420
+424
+8% +$25.5K 0.01% 589
2023
Q2 		$311K Sell
4,996
-425
-8% -$28.4K 0.02% 443
2023
Q1 		$366K Sell
5,421
-983
-15% -$66.3K 0.03% 439
2022
Q4 		$449K Buy
6,404
+53
+0.8% +$3.53K 0.04% 376
2022
Q3 		$406K Buy
6,351
+1,232
+24% +$89.7K 0.04% 355
2022
Q2 		$362K Sell
5,119
-820
-14% -$59.7K 0.03% 362
2022
Q1 		$429K Sell
5,939
-130
-2% -$8.93K 0.03% 389
2021
Q4 		$411K Buy
+6,069
New +$396K 0.03% 406

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Axxcess Wealth Management's XEL Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 4,659 shares — an estimated $304K sold.

Axxcess Wealth Management first reported a position in XEL in Q4 2021 and held it in 12 quarters. The position peaked at $449K in Q4 2022. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,659 Xcel Energy shares in Q4 2024, an estimated $304K.
  • Axxcess Wealth Management first reported a position in Xcel Energy in Q4 2021 and held it in 12 quarters.
  • Axxcess Wealth Management's Xcel Energy position peaked at $449K in Q4 2022.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.