KFS
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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 Sell
170
-11,045
-98% -$746K 0.01% 322
2021
Q2 		$170K Buy
11,215
+11,045
+6,497% +$769K 0.01% 316
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

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return