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Bridgefront Capital’s Xcel Energy XEL Stock Holding History

Bridgefront 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
Q2 		– Sell
-4,385
Closed -$236K – 685
2024
Q1 		$236K Buy
+4,385
New +$250K 0.18% 270
2023
Q2 		– Sell
-3,407
Closed -$230K – 694
2023
Q1 		$230K Sell
3,407
-2,695
-44% -$182K 0.14% 295
2022
Q4 		$428K Buy
+6,102
New +$406K 0.3% 126

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

Bridgefront Capital's XEL Position: Q2 2024 in Review

Bridgefront Capital sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 4,385 shares — an estimated $236K sold.

Bridgefront Capital first reported a position in XEL in Q4 2022 and held it in 3 quarters. The position peaked at $428K in Q4 2022. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Bridgefront Capital reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Bridgefront Capital sold 4,385 Xcel Energy shares in Q2 2024, an estimated $236K.
  • Bridgefront Capital first reported a position in Xcel Energy in Q4 2022 and held it in 3 quarters.
  • Bridgefront Capital's Xcel Energy position peaked at $428K in Q4 2022.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Bridgefront Capital's 13F filing for Q2 2024, filed 14 Aug 2024.