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Lake Street Advisors Group’s Xcel Energy XEL Stock Holding History

Lake Street Advisors 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
Q4 		$284K Buy
4,200
+492
+13% +$33K 0.01% 467
2024
Q3 		$244K Sell
3,708
-159
-4% -$9.43K 0.01% 516
2024
Q2 		$209K Sell
3,867
-272
-7% -$14.8K 0.01% 530
2024
Q1 		$225K Sell
4,139
-1,438
-26% -$82.1K 0.01% 534
2023
Q4 		$348K Buy
+5,577
New +$335K 0.02% 400
2021
Q3 		– Sell
-3,141
Closed -$216K – 436
2021
Q2 		$216K Buy
3,141
+92
+3% +$6.4K 0.02% 300
2021
Q1 		$203K Sell
3,049
-188
-6% -$11.9K 0.02% 308
2020
Q4 		$216K Sell
3,237
-9
-0.3% -$627 0.02% 283
2020
Q3 		$224K Buy
+3,246
New +$221K 0.02% 245

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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 $1.88B AUM 29.07% 1-Year Est. Return

Lake Street Advisors Group's XEL Position: Q4 2024 in Review

Lake Street Advisors Group increased its Xcel Energy (XEL) stake by 13% in Q4 2024, buying an estimated $33K and bringing the position to 4,200 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #467.

Lake Street Advisors Group first reported a position in XEL in Q3 2020 and has held it in 9 quarters since. The position peaked at $348K in Q4 2023. 1,113 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Lake Street Advisors Group held 4,200 shares of Xcel Energy worth $284K as of Q4 2024.
  • Lake Street Advisors Group bought 492 Xcel Energy shares in Q4 2024, an estimated $33K.
  • Xcel Energy made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #467 holding.
  • Lake Street Advisors Group first reported a position in Xcel Energy in Q3 2020 and has held it in 9 quarters since.
  • Lake Street Advisors Group's Xcel Energy position peaked at $348K in Q4 2023.
  • 1,113 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.