L.J. Altfest & Co’s Xcel Energy XEL Stock Holding History

L.J. Altfest & Co’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	-6,371	Closed	-$416K	–	372
2024 Q3	$416K	Buy	+6,371	New	+$378K	0.06%	233

Other funds holding XEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

L.J. Altfest & Co's XEL Position: Q4 2024 in Review

L.J. Altfest & Co sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 6,371 shares — an estimated $416K sold.

L.J. Altfest & Co first reported a position in XEL in Q3 2024 and held it in 1 quarter. The position peaked at $416K in Q3 2024. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

L.J. Altfest & Co reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
L.J. Altfest & Co sold 6,371 Xcel Energy shares in Q4 2024, an estimated $416K.
L.J. Altfest & Co first reported a position in Xcel Energy in Q3 2024 and held it in 1 quarter.
L.J. Altfest & Co's Xcel Energy position peaked at $416K in Q3 2024.
1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on L.J. Altfest & Co's 13F filing for Q4 2024, filed 7 Feb 2025.