Holocene Advisors
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Holocene Advisors’s Xcel Energy XEL Stock Holding History

Holocene Advisors’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
-83,910
Closed -$5.48M – 903
2024
Q3 		$5.48M Buy
83,910
+7,061
+9% +$419K 0.02% 331
2024
Q2 		$4.1M Buy
76,849
+67,891
+758% +$3.69M 0.02% 365
2024
Q1 		$481K Sell
8,958
-116,293
-93% -$6.64M ﹤0.01% 677
2023
Q4 		$7.75M Sell
125,251
-45,938
-27% -$2.76M 0.03% 288
2023
Q3 		$9.8M Buy
171,189
+111,408
+186% +$6.7M 0.04% 264
2023
Q2 		$3.72M Buy
59,781
+46,693
+357% +$3.12M 0.02% 417
2023
Q1 		$883K Sell
13,088
-2,486
-16% -$168K ﹤0.01% 601
2022
Q4 		$1.09M Sell
15,574
-46,579
-75% -$3.1M 0.01% 545
2022
Q3 		$3.98M Buy
62,153
+6,155
+11% +$448K 0.03% 291
2022
Q2 		$3.96M Sell
55,998
-43,207
-44% -$3.14M 0.02% 390
2022
Q1 		$7.16M Sell
99,205
-27,406
-22% -$1.88M 0.04% 246
2021
Q4 		$8.57M Buy
126,611
+16,310
+15% +$1.06M 0.04% 235
2021
Q3 		$6.89M Buy
+110,301
New +$7.45M 0.04% 283

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Holocene Advisors's XEL Position: Q4 2024 in Review

Holocene Advisors sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 83,910 shares — an estimated $5.48M sold.

Holocene Advisors first reported a position in XEL in Q3 2021 and held it in 13 quarters. The position peaked at $9.8M in Q3 2023. 1,113 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Holocene Advisors reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Holocene Advisors sold 83,910 Xcel Energy shares in Q4 2024, an estimated $5.48M.
  • Holocene Advisors first reported a position in Xcel Energy in Q3 2021 and held it in 13 quarters.
  • Holocene Advisors's Xcel Energy position peaked at $9.8M in Q3 2023.
  • 1,113 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Holocene Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.