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Ground Swell Capital’s Xcel Energy XEL Stock Holding History

Ground Swell 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
-5,828
Closed -$311K – 280
2024
Q2 		$311K Buy
+5,828
New +$317K 0.24% 52
2023
Q1 		– Sell
-3,382
Closed -$237K – 111
2022
Q4 		$237K Sell
3,382
-2,011
-37% -$134K 1.05% 28
2022
Q3 		$345K Sell
5,393
-1,339
-20% -$97.5K 0.98% 26
2022
Q2 		$476K Buy
+6,732
New +$490K 0.87% 25
2021
Q1 		– Sell
-3,767
Closed -$251K – 139
2020
Q4 		$251K Buy
+3,767
New +$263K 0.96% 33
2014
Q3 		$26K Buy
852
+294
+53% +$9.2K 0.05% 427
2014
Q2 		$18K Buy
+558
New +$17.3K 0.03% 458

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ground Swell Capital's XEL Position: Q3 2024 in Review

Ground Swell Capital sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 5,828 shares — an estimated $311K sold.

Ground Swell Capital first reported a position in XEL in Q2 2014 and held it in 7 quarters. The position peaked at $476K in Q2 2022. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • Ground Swell Capital reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
  • Ground Swell Capital sold 5,828 Xcel Energy shares in Q3 2024, an estimated $311K.
  • Ground Swell Capital first reported a position in Xcel Energy in Q2 2014 and held it in 7 quarters.
  • Ground Swell Capital's Xcel Energy position peaked at $476K in Q2 2022.
  • 1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Ground Swell Capital's 13F filing for Q3 2024, filed 29 Oct 2024.