Graham Capital Management’s Xcel Energy XEL Stock Holding History

Graham Capital 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 Q4	–	Sell	-37,191	Closed	-$2.43M	–	1511
2024 Q3	$2.43M	Sell	37,191 -55,245	-60%	-$3.28M	0.04%	233
2024 Q2	$4.94M	Buy	92,436 +64,386	+230%	+$3.5M	0.11%	113
2024 Q1	$1.51M	Buy	+28,050	New	+$1.6M	0.03%	307
2023 Q4	–	Sell	-6,026	Closed	-$345K	–	1383
2023 Q3	$345K	Sell	6,026 -19,288	-76%	-$1.16M	0.01%	678
2023 Q2	$1.57M	Buy	+25,314	New	+$1.69M	0.05%	261
2023 Q1	–	Sell	-15,774	Closed	-$1.11M	–	1356
2022 Q4	$1.11M	Sell	15,774 -133	-0.8%	-$8.85K	0.03%	493
2022 Q3	$1.02M	Buy	+15,907	New	+$1.16M	0.04%	479
2022 Q2	–	Sell	-16,178	Closed	-$1.17M	–	1274
2022 Q1	$1.17M	Buy	+16,178	New	+$1.11M	0.04%	263

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Graham Capital Management's XEL Position: Q4 2024 in Review

Graham Capital Management sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 37,191 shares — an estimated $2.43M sold.

Graham Capital Management first reported a position in XEL in Q1 2022 and held it in 8 quarters. The position peaked at $4.94M in Q2 2024. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

Graham Capital Management reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
Graham Capital Management sold 37,191 Xcel Energy shares in Q4 2024, an estimated $2.43M.
Graham Capital Management first reported a position in Xcel Energy in Q1 2022 and held it in 8 quarters.
Graham Capital Management's Xcel Energy position peaked at $4.94M in Q2 2024.
1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Graham Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.