BSA
XEL icon

Braun Stacey Associates’s Xcel Energy XEL Stock Holding History

Braun Stacey Associates’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
-98,291
Closed -$6.09M – 118
2023
Q4 		$6.09M Buy
98,291
+5,643
+6% +$339K 0.27% 90
2023
Q3 		$5.3M Buy
92,648
+1,023
+1% +$61.5K 0.26% 90
2023
Q2 		$5.7M Sell
91,625
-84,345
-48% -$5.63M 0.26% 94
2023
Q1 		$11.9M Buy
175,970
+91,152
+107% +$6.15M 0.31% 97
2022
Q4 		$5.95M Buy
84,818
+5,677
+7% +$378K 0.34% 93
2022
Q3 		$5.07M Buy
79,141
+2,780
+4% +$202K 0.31% 92
2022
Q2 		$5.4M Buy
76,361
+3,699
+5% +$269K 0.31% 98
2022
Q1 		$5.24M Sell
72,662
-1,475
-2% -$101K 0.22% 104
2021
Q4 		$5.02M Sell
74,137
-65,575
-47% -$4.27M 0.18% 103
2021
Q3 		$8.73M Sell
139,712
-11,846
-8% -$800K 0.35% 98
2021
Q2 		$9.98M Sell
151,558
-14,037
-8% -$977K 0.39% 99
2021
Q1 		$11M Sell
165,595
-5,170
-3% -$327K 0.46% 95
2020
Q4 		$11.4M Buy
170,765
+2,900
+2% +$202K 0.51% 93
2020
Q3 		$11.6M Sell
167,865
-2,940
-2% -$201K 0.62% 79
2020
Q2 		$10.7M Sell
170,805
-7,680
-4% -$484K 0.61% 83
2020
Q1 		$10.8M Sell
178,485
-12,386
-6% -$807K 0.82% 58
2019
Q4 		$12.1M Buy
190,871
+11,774
+7% +$737K 0.67% 86
2019
Q3 		$11.6M Buy
+179,097
New +$11.2M 0.73% 80

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

Braun Stacey Associates's XEL Position: Q1 2024 in Review

Braun Stacey Associates sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 98,291 shares — an estimated $6.09M sold.

Braun Stacey Associates first reported a position in XEL in Q3 2019 and held it in 18 quarters. The position peaked at $12.1M in Q4 2019. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Braun Stacey Associates reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Braun Stacey Associates sold 98,291 Xcel Energy shares in Q1 2024, an estimated $6.09M.
  • Braun Stacey Associates first reported a position in Xcel Energy in Q3 2019 and held it in 18 quarters.
  • Braun Stacey Associates's Xcel Energy position peaked at $12.1M in Q4 2019.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Braun Stacey Associates's 13F filing for Q1 2024, filed 30 Apr 2024.