FORA Capital’s Xcel Energy XEL Stock Holding History

FORA 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	-26,089	Closed	-$1.39M	–	601
2024 Q2	$1.39M	Buy	+26,089	New	+$1.42M	0.17%	181
2023 Q3	–	Sell	-45,070	Closed	-$2.8M	–	595
2023 Q2	$2.8M	Buy	+45,070	New	+$3.01M	0.4%	74
2022 Q2	–	Sell	-16,390	Closed	-$1.19M	–	713
2022 Q1	$1.19M	Buy	16,390 +12,475	+319%	+$857K	0.21%	134
2021 Q4	$265K	Sell	3,915 -12,302	-76%	-$802K	0.1%	245
2021 Q3	$1.01M	Buy	16,217 +10,781	+198%	+$728K	0.26%	116
2021 Q2	$358K	Buy	+5,436	New	+$378K	0.07%	328
2020 Q3	–	Sell	-1,710	Closed	-$107K	–	1029
2020 Q2	$107K	Sell	1,710 -24,547	-93%	-$1.55M	0.04%	476
2020 Q1	$1.58M	Sell	26,257 -12,120	-32%	-$790K	0.34%	64
2019 Q4	$2.44M	Buy	+38,377	New	+$2.4M	0.25%	109

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

FORA Capital's XEL Position: Q3 2024 in Review

FORA Capital sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 26,089 shares — an estimated $1.39M sold.

FORA Capital first reported a position in XEL in Q4 2019 and held it in 9 quarters. The position peaked at $2.8M in Q2 2023. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

FORA Capital reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
FORA Capital sold 26,089 Xcel Energy shares in Q3 2024, an estimated $1.39M.
FORA Capital first reported a position in Xcel Energy in Q4 2019 and held it in 9 quarters.
FORA Capital's Xcel Energy position peaked at $2.8M in Q2 2023.
1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on FORA Capital's 13F filing for Q3 2024, filed 13 Nov 2024.