Destination Wealth Management’s Xcel Energy XEL Stock Holding History

Destination 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 Q3	–	Sell	-4,124	Closed	-$220K	–	246
2024 Q2	$220K	Hold	4,124	–	–	0.01%	192
2024 Q1	$222K	Sell	4,124 -434	-10%	-$24.8K	0.01%	194
2023 Q4	$282K	Hold	4,558	–	–	0.01%	173
2023 Q3	$261K	Hold	4,558	–	–	0.01%	176
2023 Q2	$283K	Hold	4,558	–	–	0.01%	173
2023 Q1	$307K	Sell	4,558 -13	-0.3%	-$877	0.01%	168
2022 Q4	$320K	Hold	4,571	–	–	0.01%	166
2022 Q3	$293K	Hold	4,571	–	–	0.01%	159
2022 Q2	$323K	Hold	4,571	–	–	0.01%	164
2022 Q1	$330K	Buy	4,571 +13	+0.3%	+$893	0.01%	158
2021 Q4	$309K	Sell	4,558 -47	-1%	-$3.06K	0.01%	168
2021 Q3	$288K	Buy	4,605 +47	+1%	+$3.17K	0.01%	154
2021 Q2	$300K	Sell	4,558 -578	-11%	-$40.2K	0.01%	158
2021 Q1	$342K	Buy	+5,136	New	+$325K	0.01%	144
2019 Q2	–	Sell	-253	Closed	-$14K	–	768
2019 Q1	$14K	Buy	+253	New	+$13.5K	﹤0.01%	427

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destination Wealth Management's XEL Position: Q3 2024 in Review

Destination Wealth Management sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 4,124 shares — an estimated $220K sold.

Destination Wealth Management first reported a position in XEL in Q1 2019 and held it in 15 quarters. The position peaked at $342K in Q1 2021. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

Destination Wealth Management reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
Destination Wealth Management sold 4,124 Xcel Energy shares in Q3 2024, an estimated $220K.
Destination Wealth Management first reported a position in Xcel Energy in Q1 2019 and held it in 15 quarters.
Destination Wealth Management's Xcel Energy position peaked at $342K in Q1 2021.
1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Destination Wealth Management's 13F filing for Q3 2024, filed 25 Nov 2024.