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Core Wealth Advisors (Florida)’s Xcel Energy XEL Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-246
Closed -$15.2K – 274
2023
Q4 		$15.2K Buy
+246
New +$14.8K 0.01% 153

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 $3.38T AUM 44.17% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Core Wealth Advisors (Florida)'s XEL Position: Q1 2024 in Review

Core Wealth Advisors (Florida) sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 246 shares — an estimated $15.2K sold.

Core Wealth Advisors (Florida) first reported a position in XEL in Q4 2023 and held it in 1 quarter. The position peaked at $15.2K in Q4 2023. 982 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Core Wealth Advisors (Florida) reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 246 Xcel Energy shares in Q1 2024, an estimated $15.2K.
  • Core Wealth Advisors (Florida) first reported a position in Xcel Energy in Q4 2023 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Xcel Energy position peaked at $15.2K in Q4 2023.
  • 982 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2024, filed 15 May 2024.