EL
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EMFO LLC’s Xcel Energy XEL Stock Holding History

EMFO LLC’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
Q2 		$39.8K Hold
745
– – 0.04% 162
2024
Q1 		$40K Hold
745
– – 0.04% 160
2023
Q4 		$46.1K Hold
745
– – 0.04% 157
2023
Q3 		$42.6K Hold
745
– – 0.04% 166
2023
Q2 		$46.3K Hold
745
– – 0.04% 173
2023
Q1 		$50.2K Hold
745
– – 0.05% 168
2022
Q4 		$52.2K Hold
745
– – 0.05% 158
2022
Q3 		$48K Hold
745
– – 0.05% 177
2022
Q2 		$53K Hold
745
– – 0.05% 180
2022
Q1 		$54K Hold
745
– – 0.05% 190
2021
Q4 		$50K Hold
745
– – 0.04% 200
2021
Q3 		$47K Buy
+745
New +$50.3K 0.04% 211

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EMFO LLC's XEL Position: Q2 2024 in Review

EMFO LLC held its Xcel Energy (XEL) position steady in Q2 2024 at 745 shares worth $39.8K. The position accounts for 0.04% of the portfolio, ranked #162.

EMFO LLC first reported a position in XEL in Q3 2021 and has held it in 12 quarters since. The position peaked at $54K in Q1 2022. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • EMFO LLC held 745 shares of Xcel Energy worth $39.8K as of Q2 2024.
  • EMFO LLC left its Xcel Energy share count unchanged in Q2 2024.
  • Xcel Energy made up 0.04% of EMFO LLC's portfolio in Q2 2024, its #162 holding.
  • EMFO LLC first reported a position in Xcel Energy in Q3 2021 and has held it in 12 quarters since.
  • EMFO LLC's Xcel Energy position peaked at $54K in Q1 2022.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.