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Cassady Schiller Wealth Management’s Xcel Energy XEL Stock Holding History

Cassady Schiller 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 		$2.3K Buy
+34
New +$2.28K ﹤0.01% 545
2023
Q1 		– Sell
-21
Closed -$1.47K – 494
2022
Q4 		$1.47K Buy
+21
New +$1.4K ﹤0.01% 426
2022
Q1 		– Sell
-16
Closed -$1K – 618
2021
Q4 		$1K Buy
+16
New +$1.04K ﹤0.01% 531

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
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

Cassady Schiller Wealth Management's XEL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Xcel Energy (XEL) in Q4 2024: 34 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in XEL as recently as Q4 2022.

Cassady Schiller Wealth Management first reported a position in XEL in Q4 2021 and has held it in 3 quarters since. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Cassady Schiller Wealth Management held 34 shares of Xcel Energy worth $2.3K as of Q4 2024.
  • Xcel Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Xcel Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #545 holding.
  • Cassady Schiller Wealth Management first reported a position in Xcel Energy in Q4 2021 and has held it in 3 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.