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CNB Bank’s Xcel Energy XEL Stock Holding History

CNB Bank’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
-100
Closed -$6.53K – 533
2024
Q3 		$6.53K Hold
100
– – ﹤0.01% 432
2024
Q2 		$5.34K Hold
100
– – ﹤0.01% 431
2024
Q1 		$5.38K Hold
100
– – ﹤0.01% 419
2023
Q4 		$6.19K Buy
+100
New +$6K ﹤0.01% 398
2022
Q2 		– Sell
-32
Closed -$2K – 518
2022
Q1 		$2K Buy
+32
New +$2.2K ﹤0.01% 459

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CNB Bank's XEL Position: Q4 2024 in Review

CNB Bank sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 100 shares — an estimated $6.53K sold.

CNB Bank first reported a position in XEL in Q1 2022 and held it in 5 quarters. The position peaked at $6.53K in Q3 2024. 1,113 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • CNB Bank reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • CNB Bank sold 100 Xcel Energy shares in Q4 2024, an estimated $6.53K.
  • CNB Bank first reported a position in Xcel Energy in Q1 2022 and held it in 5 quarters.
  • CNB Bank's Xcel Energy position peaked at $6.53K in Q3 2024.
  • 1,113 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on CNB Bank's 13F filing for Q4 2024, filed 15 Jan 2025.