Carmichael Hill & Associates’s Xcel Energy XEL Stock Holding History

Carmichael Hill & 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 Q3	$73.8K	Sell	1,130 -630	-36%	-$37.4K	0.03%	306
2024 Q2	$94K	Buy	1,760 +730	+71%	+$39.7K	0.04%	250
2024 Q1	$55.4K	Hold	1,030	–	–	0.02%	335
2023 Q4	$63.8K	Hold	1,030	–	–	0.03%	313
2023 Q3	$58.9K	Hold	1,030	–	–	0.03%	304
2023 Q2	$64K	Hold	1,030	–	–	0.03%	297
2023 Q1	$69.5K	Hold	1,030	–	–	0.03%	268
2022 Q4	$72.2K	Hold	1,030	–	–	0.04%	277
2022 Q3	$66K	Hold	1,030	–	–	0.04%	286
2022 Q2	$73K	Hold	1,030	–	–	0.04%	275
2022 Q1	$74K	Hold	1,030	–	–	0.03%	287
2021 Q4	$70K	Hold	1,030	–	–	0.03%	304
2021 Q3	$64K	Hold	1,030	–	–	0.03%	308
2021 Q2	$68K	Hold	1,030	–	–	0.03%	299
2021 Q1	$69K	Hold	1,030	–	–	0.04%	283
2020 Q4	$69K	Hold	1,030	–	–	0.04%	276
2020 Q3	$71K	Hold	1,030	–	–	0.05%	256
2020 Q2	$64K	Hold	1,030	–	–	0.05%	247
2020 Q1	$62K	Hold	1,030	–	–	0.05%	232
2019 Q4	$65K	Buy	+1,030	New	+$64.4K	0.05%	250

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmichael Hill & Associates's XEL Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Xcel Energy (XEL) stake by 36% in Q3 2024, selling an estimated $37.4K and leaving 1,130 shares worth $73.8K. The position accounts for 0.03% of the portfolio, ranked #306.

Carmichael Hill & Associates first reported a position in XEL in Q4 2019 and has held it in 20 quarters since. The position peaked at $94K in Q2 2024. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

Carmichael Hill & Associates held 1,130 shares of Xcel Energy worth $73.8K as of Q3 2024.
Carmichael Hill & Associates sold 630 Xcel Energy shares in Q3 2024, an estimated $37.4K.
Xcel Energy made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #306 holding.
Carmichael Hill & Associates first reported a position in Xcel Energy in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Xcel Energy position peaked at $94K in Q2 2024.
1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.