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Horizons Wealth Management’s Xcel Energy XEL Stock Holding History

Horizons 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
Q2 		– Sell
-89
Closed -$5.51K – 187
2024
Q1 		$5.51K Hold
89
– – ﹤0.01% 150
2023
Q4 		$5.51K Hold
89
– – ﹤0.01% 150
2023
Q3 		$5.09K Hold
89
– – ﹤0.01% 148
2023
Q2 		$5.53K Buy
89
+41
+85% +$2.74K ﹤0.01% 169
2023
Q1 		$3.24K Hold
48
– – ﹤0.01% 151
2022
Q4 		$3K Hold
48
– – ﹤0.01% 159
2022
Q3 		$3K Hold
48
– – ﹤0.01% 154
2022
Q2 		$4K Buy
+48
New +$3.49K ﹤0.01% 148

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizons Wealth Management's XEL Position: Q2 2024 in Review

Horizons Wealth Management sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 89 shares — an estimated $5.51K sold.

Horizons Wealth Management first reported a position in XEL in Q2 2022 and held it in 8 quarters. The position peaked at $5.53K in Q2 2023. 972 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Horizons Wealth Management reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Horizons Wealth Management sold 89 Xcel Energy shares in Q2 2024, an estimated $5.51K.
  • Horizons Wealth Management first reported a position in Xcel Energy in Q2 2022 and held it in 8 quarters.
  • Horizons Wealth Management's Xcel Energy position peaked at $5.53K in Q2 2023.
  • 972 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Horizons Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.