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Kesler Norman & Wride’s Xcel Energy XEL Stock Holding History

Kesler Norman & Wride’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
-8,634
Closed -$461K – 230
2024
Q2 		$461K Sell
8,634
-1,605
-16% -$87.3K 0.1% 137
2024
Q1 		$550K Sell
10,239
-15,768
-61% -$900K 0.12% 124
2023
Q4 		$1.61M Buy
26,007
+169
+0.7% +$10.1K 0.37% 79
2023
Q3 		$1.48M Sell
25,838
-307
-1% -$18.5K 0.37% 83
2023
Q2 		$1.63M Buy
26,145
+288
+1% +$19.2K 0.39% 83
2023
Q1 		$1.74M Buy
25,857
+1,031
+4% +$69.6K 0.44% 72
2022
Q4 		$1.74M Buy
24,826
+10,579
+74% +$704K 0.45% 68
2022
Q3 		$912K Buy
14,247
+52
+0.4% +$3.79K 0.25% 94
2022
Q2 		$1M Buy
14,195
+129
+0.9% +$9.38K 0.28% 90
2022
Q1 		$1.01M Buy
14,066
+35
+0.2% +$2.4K 0.23% 97
2021
Q4 		$950K Buy
14,031
+206
+1% +$13.4K 0.2% 108
2021
Q3 		$864K Buy
13,825
+48
+0.3% +$3.24K 0.2% 111
2021
Q2 		$940K Buy
13,777
+4
+0% +$278 0.22% 111
2021
Q1 		$916K Buy
13,773
+1,826
+15% +$115K 0.23% 108
2020
Q4 		$797K Buy
+11,947
New +$833K 0.22% 107

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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

Kesler Norman & Wride's XEL Position: Q3 2024 in Review

Kesler Norman & Wride sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 8,634 shares — an estimated $461K sold.

Kesler Norman & Wride first reported a position in XEL in Q4 2020 and held it in 15 quarters. The position peaked at $1.74M in Q1 2023. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • Kesler Norman & Wride reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
  • Kesler Norman & Wride sold 8,634 Xcel Energy shares in Q3 2024, an estimated $461K.
  • Kesler Norman & Wride first reported a position in Xcel Energy in Q4 2020 and held it in 15 quarters.
  • Kesler Norman & Wride's Xcel Energy position peaked at $1.74M in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Kesler Norman & Wride's 13F filing for Q3 2024, filed 8 Oct 2024.