FinTrust Capital Advisors’s Xcel Energy XEL Stock Holding History

FinTrust Capital Advisors’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	$270K	Hold	4,129	–	–	0.05%	265
2024 Q2	$221K	Buy	4,129 +3,141	+318%	+$171K	0.04%	281
2024 Q1	$53.1K	Hold	988	–	–	0.01%	502
2023 Q4	$61.2K	Buy	988 +94	+11%	+$5.64K	0.01%	447
2023 Q3	$51.2K	Sell	894 -271	-23%	-$16.3K	0.01%	449
2023 Q2	$81.7K	Hold	1,165	–	–	0.02%	377
2023 Q1	$81.7K	Hold	1,165	–	–	0.02%	375
2022 Q4	$81.7K	Buy	1,165 +15	+1%	+$998	0.02%	375
2022 Q3	$71K	Hold	1,150	–	–	0.02%	444
2022 Q2	$79K	Hold	1,150	–	–	0.02%	445
2022 Q1	$82K	Buy	1,150 +381	+50%	+$26.2K	0.02%	462
2021 Q4	$52K	Hold	769	–	–	0.01%	544
2021 Q3	$48K	Hold	769	–	–	0.01%	559
2021 Q2	$51K	Hold	769	–	–	0.01%	558
2021 Q1	$51K	Hold	769	–	–	0.01%	538
2020 Q4	$51K	Hold	769	–	–	0.02%	498
2020 Q3	$53	Hold	769	–	–	0.01%	481
2020 Q2	$48K	Hold	769	–	–	0.02%	503
2020 Q1	$46K	Hold	769	–	–	0.02%	460
2019 Q4	$49K	Hold	769	–	–	0.02%	444
2019 Q3	$50K	Hold	769	–	–	0.02%	452
2019 Q2	$46K	Sell	769 -104	-12%	-$5.98K	0.02%	432
2019 Q1	$49K	Hold	873	–	–	0.02%	402
2018 Q4	$43K	Buy	+873	New	+$43.8K	0.02%	414

Other funds holding XEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's XEL Position: Q3 2024 in Review

FinTrust Capital Advisors held its Xcel Energy (XEL) position steady in Q3 2024 at 4,129 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #265.

FinTrust Capital Advisors first reported a position in XEL in Q4 2018 and has held it in 24 quarters since. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

FinTrust Capital Advisors held 4,129 shares of Xcel Energy worth $270K as of Q3 2024.
FinTrust Capital Advisors left its Xcel Energy share count unchanged in Q3 2024.
Xcel Energy made up 0.05% of FinTrust Capital Advisors's portfolio in Q3 2024, its #265 holding.
FinTrust Capital Advisors first reported a position in Xcel Energy in Q4 2018 and has held it in 24 quarters since.
1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.