EFH
XEL icon

Eaton Financial Holdings’s Xcel Energy XEL Stock Holding History

Eaton Financial Holdings’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
-84,845
Closed -$5.25M – 157
2023
Q4 		$5.25M Buy
+84,845
New +$5.09M 1.27% 23

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eaton Financial Holdings's XEL Position: Q1 2024 in Review

Eaton Financial Holdings sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 84,845 shares — an estimated $5.25M sold.

Eaton Financial Holdings first reported a position in XEL in Q4 2023 and held it in 1 quarter. The position peaked at $5.25M in Q4 2023. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Eaton Financial Holdings reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 84,845 Xcel Energy shares in Q1 2024, an estimated $5.25M.
  • Eaton Financial Holdings first reported a position in Xcel Energy in Q4 2023 and held it in 1 quarter.
  • Eaton Financial Holdings's Xcel Energy position peaked at $5.25M in Q4 2023.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.