Kelly Financial Services’s Xcel Energy XEL Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-170	Closed	-$9.09K	–	767
2024 Q2	$9.09K	Hold	170	–	–	﹤0.01%	431
2024 Q1	$9.15K	Hold	170	–	–	﹤0.01%	438
2023 Q4	$10.5K	Hold	170	–	–	﹤0.01%	389
2023 Q3	$9.74K	Hold	170	–	–	﹤0.01%	374
2023 Q2	$10.6K	Hold	170	–	–	0.01%	359
2023 Q1	$11.5K	Hold	170	–	–	0.01%	340
2022 Q4	$11.9K	Hold	170	–	–	0.01%	314
2022 Q3	$10.9K	Hold	170	–	–	0.01%	319
2022 Q2	$12K	Hold	170	–	–	0.01%	304
2022 Q1	$12.3K	Hold	170	–	–	0.01%	314
2021 Q4	$11.5K	Hold	170	–	–	0.01%	324
2021 Q3	$10.6K	Hold	170	–	–	0.01%	322
2021 Q2	$11.2K	Hold	170	–	–	0.01%	327
2021 Q1	$11.3K	Hold	170	–	–	0.01%	289
2020 Q4	$11.3K	Hold	170	–	–	0.01%	252
2020 Q3	$11.7K	Hold	170	–	–	0.01%	237
2020 Q2	$10.6K	Hold	170	–	–	0.01%	235
2020 Q1	$10.3K	Hold	170	–	–	0.01%	204
2019 Q4	$10.8K	Hold	170	–	–	0.01%	227
2019 Q3	$11K	Hold	170	–	–	0.01%	216
2019 Q2	$10.1K	Hold	170	–	–	0.01%	223
2019 Q1	$9.57K	Buy	+170	New	+$9.04K	0.01%	226

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelly Financial Services's XEL Position: Q3 2024 in Review

Kelly Financial Services sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 170 shares — an estimated $9.09K sold.

Kelly Financial Services first reported a position in XEL in Q1 2019 and held it in 22 quarters. The position peaked at $12.3K in Q1 2022. 1,030 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

Kelly Financial Services reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 170 Xcel Energy shares in Q3 2024, an estimated $9.09K.
Kelly Financial Services first reported a position in Xcel Energy in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Xcel Energy position peaked at $12.3K in Q1 2022.
1,030 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.