Cornerstone Planning’s Xcel Energy XEL Stock Holding History

Cornerstone Planning’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	$712K	Buy	+10,545	New	+$707K	0.27%	87

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Cornerstone Planning's XEL Position: Q4 2024 in Review

Cornerstone Planning opened a new position in Xcel Energy (XEL) in Q4 2024: 10,545 shares worth $712K. The stake represents 0.27% of the portfolio and ranks #87 among its holdings.

1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

Cornerstone Planning held 10,545 shares of Xcel Energy worth $712K as of Q4 2024.
Xcel Energy was a new Cornerstone Planning position in Q4 2024.
Xcel Energy made up 0.27% of Cornerstone Planning's portfolio in Q4 2024, its #87 holding.
1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Cornerstone Planning's 13F filing for Q4 2024, filed 1 Apr 2025.