CarsonAllaria Wealth Management’s Xcel Energy XEL Stock Holding History

CarsonAllaria 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	-137	Closed	-$8.96K	–	396
2024 Q3	$8.96K	Buy	137 +2	+1%	+$119	0.01%	265
2024 Q2	$7.25K	Buy	135 +1	+0.7%	+$54	﹤0.01%	276
2024 Q1	$7.23K	Buy	134 +1	+0.8%	+$57	﹤0.01%	268
2023 Q4	$8.25K	Buy	133 +1	+0.8%	+$60	0.01%	227
2023 Q3	$7.56K	Buy	132 +1	+0.8%	+$60	0.01%	231
2023 Q2	$8.15K	Buy	131 +1	+0.8%	+$67	0.01%	235
2023 Q1	$8.78K	Buy	130 +1	+0.8%	+$67	0.01%	224
2022 Q4	$9K	Buy	129 +1	+0.8%	+$67	0.01%	200
2022 Q3	$8K	Buy	128 +1	+0.8%	+$73	0.01%	206
2022 Q2	$9K	Buy	127 +1	+0.8%	+$73	0.01%	204
2022 Q1	$9K	Buy	126 +1	+0.8%	+$69	0.01%	207
2021 Q4	$9K	Buy	+125	New	+$8.15K	0.01%	217

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CarsonAllaria Wealth Management sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 137 shares — an estimated $8.96K sold.

CarsonAllaria Wealth Management first reported a position in XEL in Q4 2021 and held it in 12 quarters. The position peaked at $9K in Q4 2022. 1,114 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

CarsonAllaria Wealth Management reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 137 Xcel Energy shares in Q4 2024, an estimated $8.96K.
CarsonAllaria Wealth Management first reported a position in Xcel Energy in Q4 2021 and held it in 12 quarters.
CarsonAllaria Wealth Management's Xcel Energy position peaked at $9K in Q4 2022.
1,114 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.