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

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

Bank of America

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geode Capital Management

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

Aristotle Capital Management

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return