Graves Light Lenhart Wealth’s Xcel Energy XEL Stock Holding History

Graves Light Lenhart Wealth’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 Q2	–	Sell	-4,000	Closed	-$215K	–	187
2024 Q1	$215K	Hold	4,000	–	–	0.02%	171
2023 Q4	$248K	Hold	4,000	–	–	0.03%	161
2023 Q3	$229K	Hold	4,000	–	–	0.03%	158
2023 Q2	$249K	Hold	4,000	–	–	0.03%	157
2023 Q1	$270K	Hold	4,000	–	–	0.04%	137
2022 Q4	$280K	Sell	4,000 -71	-2%	-$4.72K	0.04%	141
2022 Q3	$261K	Sell	4,071 -381	-9%	-$27.7K	0.04%	143
2022 Q2	$315K	Hold	4,452	–	–	0.05%	134
2022 Q1	$321K	Hold	4,452	–	–	0.04%	139
2021 Q4	$301K	Hold	4,452	–	–	0.04%	152
2021 Q3	$278K	Hold	4,452	–	–	0.04%	149
2021 Q2	$293K	Hold	4,452	–	–	0.05%	140
2021 Q1	$296K	Hold	4,452	–	–	0.05%	142
2020 Q4	$297K	Hold	4,452	–	–	0.06%	131
2020 Q3	$307K	Hold	4,452	–	–	0.07%	114
2020 Q2	$278K	Hold	4,452	–	–	0.07%	122
2020 Q1	$268K	Hold	4,452	–	–	0.07%	118
2019 Q4	$283K	Hold	4,452	–	–	0.06%	139
2019 Q3	$283K	Hold	4,452	–	–	0.06%	136
2019 Q2	$265K	Hold	4,452	–	–	0.06%	133
2019 Q1	$250K	Buy	4,452 +71	+2%	+$3.78K	0.06%	127
2018 Q4	$216K	Buy	+4,381	New	+$220K	0.06%	131

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

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Graves Light Lenhart Wealth's XEL Position: Q2 2024 in Review

Graves Light Lenhart Wealth sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 4,000 shares — an estimated $215K sold.

Graves Light Lenhart Wealth first reported a position in XEL in Q4 2018 and held it in 22 quarters. The position peaked at $321K in Q1 2022. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

Graves Light Lenhart Wealth reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
Graves Light Lenhart Wealth sold 4,000 Xcel Energy shares in Q2 2024, an estimated $215K.
Graves Light Lenhart Wealth first reported a position in Xcel Energy in Q4 2018 and held it in 22 quarters.
Graves Light Lenhart Wealth's Xcel Energy position peaked at $321K in Q1 2022.
971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.