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Householder Group Estate & Retirement Specialist’s Xcel Energy XEL Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$5K Sell
77
-1,064
-93% -$71.4K ﹤0.01% 434
2024
Q3 		$74K Buy
1,141
+456
+67% +$27K 0.02% 417
2024
Q2 		$36K Buy
685
+55
+9% +$2.99K 0.01% 547
2024
Q1 		$33.9K Sell
630
-386
-38% -$22K 0.01% 554
2023
Q4 		$62K Buy
1,016
+45
+5% +$2.7K 0.02% 423
2023
Q3 		$55.6K Buy
+971
New +$58.4K 0.02% 423
2023
Q1 		$65K Sell
966
-90
-9% -$6.07K 0.02% 389
2022
Q4 		$74K Buy
1,056
+28
+3% +$1.86K 0.11% 90
2022
Q3 		$65K Buy
+1,028
New +$74.8K 0.03% 352

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 $1.37T AUM 24.88% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XEL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Xcel Energy (XEL) stake by 93% in Q4 2024, selling an estimated $71.4K and leaving 77 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Householder Group Estate & Retirement Specialist first reported a position in XEL in Q3 2022 and has held it in 9 quarters since. The position peaked at $74K in Q3 2024. 1,113 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 77 shares of Xcel Energy worth $5K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,064 Xcel Energy shares in Q4 2024, an estimated $71.4K.
  • Xcel Energy made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #434 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Xcel Energy in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Xcel Energy position peaked at $74K in Q3 2024.
  • 1,113 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.