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EnRich Financial Partners’s Xcel Energy XEL Stock Holding History

EnRich Financial Partners’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
Q4 		– Sell
-193
Closed -$12.6K – 230
2024
Q3 		$12.6K Hold
193
– – ﹤0.01% 166
2024
Q2 		$10.3K Hold
193
– – ﹤0.01% 176
2024
Q1 		$10.3K Buy
+193
New +$11K ﹤0.01% 162

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

EnRich Financial Partners's XEL Position: Q4 2024 in Review

EnRich Financial Partners sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 193 shares — an estimated $12.6K sold.

EnRich Financial Partners first reported a position in XEL in Q1 2024 and held it in 3 quarters. The position peaked at $12.6K in Q3 2024. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • EnRich Financial Partners reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 193 Xcel Energy shares in Q4 2024, an estimated $12.6K.
  • EnRich Financial Partners first reported a position in Xcel Energy in Q1 2024 and held it in 3 quarters.
  • EnRich Financial Partners's Xcel Energy position peaked at $12.6K in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on EnRich Financial Partners's 13F filing for Q4 2024, filed 13 Feb 2025.