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Belpointe Asset Management’s Xcel Energy XEL Stock Holding History

Belpointe Asset 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
Q1 		– Sell
-4,155
Closed -$257K – 847
2023
Q4 		$257K Buy
+4,155
New +$249K 0.02% 586
2023
Q2 		– Sell
-2,031
Closed -$137K – 3407
2023
Q1 		$137K Buy
2,031
+238
+13% +$16.1K 0.01% 1132
2022
Q4 		$126K Sell
1,793
-349
-16% -$23.2K 0.01% 1120
2022
Q3 		$137K Buy
2,142
+501
+31% +$36.5K 0.01% 1002
2022
Q2 		$115K Sell
1,641
-2,125
-56% -$155K 0.01% 1056
2022
Q1 		$272K Sell
3,766
-58
-2% -$3.98K 0.02% 776
2021
Q4 		$258K Buy
3,824
+171
+5% +$11.1K 0.02% 784
2021
Q3 		$228K Hold
3,653
– – 0.02% 806
2021
Q2 		$240K Hold
3,653
– – 0.02% 765
2021
Q1 		$244K Sell
3,653
-553
-13% -$35K 0.02% 674
2020
Q4 		$280K Sell
4,206
-48
-1% -$3.35K 0.03% 577
2020
Q3 		$294K Buy
4,254
+295
+7% +$20.1K 0.03% 443
2020
Q2 		$247K Buy
3,959
+478
+14% +$30.1K 0.03% 467
2020
Q1 		$210K Sell
3,481
-742
-18% -$48.4K 0.04% 418
2019
Q4 		$268K Buy
+4,223
New +$264K 0.03% 464
2019
Q2 		– Sell
-4,552
Closed -$256K – 664
2019
Q1 		$256K Buy
+4,552
New +$242K 0.05% 268
2018
Q4 		– Sell
-4,421
Closed -$209K – 643
2018
Q3 		$209K Buy
+4,421
New +$209K 0.03% 440

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Belpointe Asset Management's XEL Position: Q1 2024 in Review

Belpointe Asset Management sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 4,155 shares — an estimated $257K sold.

Belpointe Asset Management first reported a position in XEL in Q3 2018 and held it in 17 quarters. The position peaked at $294K in Q3 2020. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Belpointe Asset Management reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 4,155 Xcel Energy shares in Q1 2024, an estimated $257K.
  • Belpointe Asset Management first reported a position in Xcel Energy in Q3 2018 and held it in 17 quarters.
  • Belpointe Asset Management's Xcel Energy position peaked at $294K in Q3 2020.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Belpointe Asset Management's 13F filing for Q1 2024, filed 8 May 2024.