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Kingswood Wealth Advisors’s Xcel Energy XEL Stock Holding History

Kingswood Wealth Advisors’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
-6,130
Closed -$400K – 905
2024
Q3 		$400K Buy
6,130
+219
+4% +$13K 0.03% 516
2024
Q2 		$316K Buy
5,911
+336
+6% +$18.3K 0.03% 504
2024
Q1 		$300K Sell
5,575
-6,477
-54% -$370K 0.03% 481
2023
Q4 		$746K Buy
12,052
+842
+8% +$50.5K 0.08% 253
2023
Q3 		$641K Buy
+11,210
New +$674K 0.11% 202

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Kingswood Wealth Advisors's XEL Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 6,130 shares — an estimated $400K sold.

Kingswood Wealth Advisors first reported a position in XEL in Q3 2023 and held it in 5 quarters. The position peaked at $746K in Q4 2023. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,130 Xcel Energy shares in Q4 2024, an estimated $400K.
  • Kingswood Wealth Advisors first reported a position in Xcel Energy in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Xcel Energy position peaked at $746K in Q4 2023.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.