Evermay Wealth Management’s Xcel Energy XEL Stock Holding History

Evermay Wealth Management’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	-6	Closed	-$372	–	735
2023 Q4	$372	Buy	+6	New	+$360	﹤0.01%	599

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evermay Wealth Management's XEL Position: Q1 2024 in Review

Evermay Wealth Management sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 6 shares — an estimated $372 sold.

Evermay Wealth Management first reported a position in XEL in Q4 2023 and held it in 1 quarter. The position peaked at $372 in Q4 2023. 982 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

Evermay Wealth Management reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 6 Xcel Energy shares in Q1 2024, an estimated $372.
Evermay Wealth Management first reported a position in Xcel Energy in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Xcel Energy position peaked at $372 in Q4 2023.
982 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.