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Jamison Private Wealth Management’s Xcel Energy XEL Stock Holding History

Jamison Private 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
Q4 		– Sell
-65
Closed -$4.25K – 489
2024
Q3 		$4.25K Hold
65
– – ﹤0.01% 388
2024
Q2 		$3.47K Hold
65
– – ﹤0.01% 370
2024
Q1 		$3.49K Hold
65
– – ﹤0.01% 378
2023
Q4 		$4.03K Hold
65
– – ﹤0.01% 352
2023
Q3 		$3.72K Buy
+65
New +$3.91K ﹤0.01% 344

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

Jamison Private Wealth Management's XEL Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 65 shares — an estimated $4.25K sold.

Jamison Private Wealth Management first reported a position in XEL in Q3 2023 and held it in 5 quarters. The position peaked at $4.25K in Q3 2024. 1,113 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 65 Xcel Energy shares in Q4 2024, an estimated $4.25K.
  • Jamison Private Wealth Management first reported a position in Xcel Energy in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Xcel Energy position peaked at $4.25K in Q3 2024.
  • 1,113 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.