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EdgeRock Capital’s Xcel Energy XEL Stock Holding History

EdgeRock 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
Q3 		– Sell
-96
Closed -$5.13K – 292
2024
Q2 		$5.13K Buy
+96
New +$5.22K ﹤0.01% 234
2024
Q1 		– Sell
-101
Closed -$6.04K – 309
2023
Q4 		$6.04K Buy
+101
New +$6.06K ﹤0.01% 238
2022
Q4 		– Sell
-101
Closed -$6K – 404
2022
Q3 		$6K Buy
+101
New +$7.35K ﹤0.01% 232

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EdgeRock Capital's XEL Position: Q3 2024 in Review

EdgeRock Capital sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 96 shares — an estimated $5.13K sold.

EdgeRock Capital first reported a position in XEL in Q3 2022 and held it in 3 quarters. The position peaked at $6.04K in Q4 2023. 1,030 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • EdgeRock Capital reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 96 Xcel Energy shares in Q3 2024, an estimated $5.13K.
  • EdgeRock Capital first reported a position in Xcel Energy in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's Xcel Energy position peaked at $6.04K in Q4 2023.
  • 1,030 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.