KIG
XEL icon

Kowal Investment Group’s Xcel Energy XEL Stock Holding History

Kowal Investment Group’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 		$215K Buy
+3,292
New +$195K 0.04% 191
2023
Q2 		– Sell
-3,161
Closed -$213K – 171
2023
Q1 		$213K Buy
3,161
+17
+0.5% +$1.15K 0.06% 148
2022
Q4 		$220K Buy
+3,144
New +$209K 0.07% 143
2021
Q4 		– Sell
-2,307
Closed -$144K – 960
2021
Q3 		$144K Buy
+2,307
New +$156K 0.05% 119

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

Kowal Investment Group's XEL Position: Q3 2024 in Review

Kowal Investment Group opened a new position in Xcel Energy (XEL) in Q3 2024: 3,292 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings. This is a return to the name: Kowal Investment Group previously reported a position in XEL as recently as Q1 2023.

Kowal Investment Group first reported a position in XEL in Q3 2021 and has held it in 4 quarters since. The position peaked at $220K in Q4 2022. 1,030 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • Kowal Investment Group held 3,292 shares of Xcel Energy worth $215K as of Q3 2024.
  • Xcel Energy was a new Kowal Investment Group position in Q3 2024.
  • Xcel Energy made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #191 holding.
  • Kowal Investment Group first reported a position in Xcel Energy in Q3 2021 and has held it in 4 quarters since.
  • Kowal Investment Group's Xcel Energy position peaked at $220K in Q4 2022.
  • 1,030 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.