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Fox Hill Wealth Management’s Xcel Energy XEL Stock Holding History

Fox Hill 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
-18,861
Closed -$1.17M – 152
2023
Q4 		$1.17M Buy
+18,861
New +$1.13M 0.9% 34

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

Fox Hill Wealth Management's XEL Position: Q1 2024 in Review

Fox Hill Wealth Management sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 18,861 shares — an estimated $1.17M sold.

Fox Hill Wealth Management first reported a position in XEL in Q4 2023 and held it in 1 quarter. The position peaked at $1.17M in Q4 2023. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Fox Hill Wealth Management reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Fox Hill Wealth Management sold 18,861 Xcel Energy shares in Q1 2024, an estimated $1.17M.
  • Fox Hill Wealth Management first reported a position in Xcel Energy in Q4 2023 and held it in 1 quarter.
  • Fox Hill Wealth Management's Xcel Energy position peaked at $1.17M in Q4 2023.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Fox Hill Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.