ICA Group Wealth Management’s Xcel Energy XEL Stock Holding History

ICA Group 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	$54.4K	Sell	1,019 -10,355	-91%	-$563K	0.03%	234
2024 Q1	$611K	Buy	11,374 +1,345	+13%	+$76.8K	0.12%	150
2023 Q4	$621K	Buy	10,029 +1,416	+16%	+$85K	0.14%	133
2023 Q3	$493K	Buy	8,613 +14	+0.2%	+$841	0.14%	140
2023 Q2	$535K	Sell	8,599 -12,142	-59%	-$811K	0.13%	129
2023 Q1	$1.4M	Sell	20,741 -357	-2%	-$24.1K	0.33%	70
2022 Q4	$1.48M	Sell	21,098 -12,237	-37%	-$814K	0.35%	73
2022 Q3	$2.13M	Buy	33,335 +620	+2%	+$45.1K	0.45%	54
2022 Q2	$2.52M	Sell	32,715 -499	-2%	-$36.3K	0.47%	50
2022 Q1	$2.48M	Buy	+33,214	New	+$2.28M	0.47%	51

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

ICA Group Wealth Management's XEL Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Xcel Energy (XEL) stake by 91% in Q2 2024, selling an estimated $563K and leaving 1,019 shares worth $54.4K. The position accounts for 0.03% of the portfolio, ranked #234.

ICA Group Wealth Management first reported a position in XEL in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.52M in Q2 2022. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

ICA Group Wealth Management held 1,019 shares of Xcel Energy worth $54.4K as of Q2 2024.
ICA Group Wealth Management sold 10,355 Xcel Energy shares in Q2 2024, an estimated $563K.
Xcel Energy made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #234 holding.
ICA Group Wealth Management first reported a position in Xcel Energy in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Xcel Energy position peaked at $2.52M in Q2 2022.
971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.