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Institutional & Family Asset Management’s Xcel Energy XEL Stock Holding History

Institutional & Family Asset 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 		$158K Sell
2,951
-456
-13% -$24.8K 0.02% 156
2024
Q1 		$183K Buy
3,407
+25
+0.7% +$1.43K 0.03% 146
2023
Q4 		$209K Sell
3,382
-25
-0.7% -$1.5K 0.03% 146
2023
Q3 		$195K Buy
3,407
+24
+0.7% +$1.44K 0.03% 144
2023
Q2 		$210K Buy
3,383
+21
+0.6% +$1.4K 0.03% 145
2023
Q1 		$227K Buy
3,362
+19
+0.6% +$1.28K 0.04% 137
2022
Q4 		$234K Sell
3,343
-23
-0.7% -$1.53K 0.04% 133
2022
Q3 		$215K Buy
3,366
+20
+0.6% +$1.46K 0.04% 132
2022
Q2 		$237K Buy
3,346
+18
+0.5% +$1.31K 0.04% 128
2022
Q1 		$240K Buy
3,328
+18
+0.5% +$1.24K 0.04% 147
2021
Q4 		$224K Buy
3,310
+19
+0.6% +$1.24K 0.03% 153
2021
Q3 		$206K Sell
3,291
-132
-4% -$8.92K 0.03% 173
2021
Q2 		$225K Sell
3,423
-173
-5% -$12K 0.04% 163
2021
Q1 		$239K Buy
3,596
+17
+0.5% +$1.07K 0.05% 169
2020
Q4 		$239K Buy
3,579
+16
+0.4% +$1.11K 0.05% 168
2020
Q3 		$246K Buy
3,563
+17
+0.5% +$1.16K 0.06% 147
2020
Q2 		$222K Buy
3,546
+209
+6% +$13.2K 0.05% 164
2020
Q1 		$201K Sell
3,337
-60
-2% -$3.91K 0.05% 148
2019
Q4 		$216K Buy
3,397
+16
+0.5% +$1K 0.05% 157
2019
Q3 		$219K Buy
3,381
+17
+0.5% +$1.06K 0.05% 150
2019
Q2 		$200K Buy
3,364
+19
+0.6% +$1.09K 0.04% 166
2019
Q1 		$188K Buy
3,345
+19
+0.6% +$1.01K 0.04% 176
2018
Q4 		$164K Buy
3,326
+19
+0.6% +$953 0.04% 180
2018
Q3 		$156K Buy
3,307
+21
+0.6% +$991 0.03% 214
2018
Q2 		$150K Buy
3,286
+21
+0.6% +$941 0.03% 218
2018
Q1 		$149K Sell
3,265
-1,131
-26% -$50.4K 0.03% 194
2017
Q4 		$211K Buy
+4,396
New +$218K 0.04% 160

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's XEL Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Xcel Energy (XEL) stake by 13% in Q2 2024, selling an estimated $24.8K and leaving 2,951 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #156.

Institutional & Family Asset Management first reported a position in XEL in Q4 2017 and has held it in 27 quarters since. The position peaked at $246K in Q3 2020. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Institutional & Family Asset Management held 2,951 shares of Xcel Energy worth $158K as of Q2 2024.
  • Institutional & Family Asset Management sold 456 Xcel Energy shares in Q2 2024, an estimated $24.8K.
  • Xcel Energy made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #156 holding.
  • Institutional & Family Asset Management first reported a position in Xcel Energy in Q4 2017 and has held it in 27 quarters since.
  • Institutional & Family Asset Management's Xcel Energy position peaked at $246K in Q3 2020.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.