Dividend Assets Capital’s Xcel Energy XEL Stock Holding History

Dividend Assets Capital’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	-1,460	Closed	-$90K	–	379
2023 Q4	$90K	Hold	1,460	–	–	0.02%	213
2023 Q3	$84K	Hold	1,460	–	–	0.02%	217
2023 Q2	$91K	Hold	1,460	–	–	0.02%	214
2023 Q1	$102K	Hold	1,460	–	–	0.02%	211
2022 Q4	$102K	Hold	1,460	–	–	0.02%	211
2022 Q3	$93K	Hold	1,460	–	–	0.02%	214
2022 Q2	$103K	Hold	1,460	–	–	0.02%	216
2022 Q1	$105K	Hold	1,460	–	–	0.02%	226
2021 Q4	$99K	Hold	1,460	–	–	0.02%	228
2021 Q3	$91K	Hold	1,460	–	–	0.02%	231
2021 Q2	$96K	Hold	1,460	–	–	0.02%	232
2021 Q1	$97K	Hold	1,460	–	–	0.02%	232
2020 Q4	$97K	Buy	+1,460	New	+$102K	0.02%	226

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Dividend Assets Capital's XEL Position: Q1 2024 in Review

Dividend Assets Capital sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 1,460 shares — an estimated $90K sold.

Dividend Assets Capital first reported a position in XEL in Q4 2020 and held it in 13 quarters. The position peaked at $105K in Q1 2022. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

Dividend Assets Capital reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
Dividend Assets Capital sold 1,460 Xcel Energy shares in Q1 2024, an estimated $90K.
Dividend Assets Capital first reported a position in Xcel Energy in Q4 2020 and held it in 13 quarters.
Dividend Assets Capital's Xcel Energy position peaked at $105K in Q1 2022.
980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.