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McKinley Carter Wealth Services’s Xcel Energy XEL Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-3,571
Closed -$221K – 314
2023
Q4 		$221K Sell
3,571
-512
-13% -$30.7K 0.02% 285
2023
Q3 		$234K Buy
4,083
+74
+2% +$4.45K 0.02% 272
2023
Q2 		$249K Hold
4,009
– – 0.02% 269
2023
Q1 		$270K Hold
4,009
– – 0.02% 256
2022
Q4 		$281K Sell
4,009
-96
-2% -$6.39K 0.02% 250
2022
Q3 		$263K Sell
4,105
-10
-0.2% -$728 0.02% 244
2022
Q2 		$291K Buy
4,115
+106
+3% +$7.71K 0.03% 247
2022
Q1 		$289K Sell
4,009
-212
-5% -$14.6K 0.02% 243
2021
Q4 		$286K Buy
4,221
+212
+5% +$13.8K 0.02% 246
2021
Q3 		$251K Hold
4,009
– – 0.02% 257
2021
Q2 		$264K Sell
4,009
-20
-0.5% -$1.39K 0.02% 250
2021
Q1 		$268K Sell
4,029
-864
-18% -$54.6K 0.02% 250
2020
Q4 		$326K Hold
4,893
– – 0.04% 200
2020
Q3 		$338K Hold
4,893
– – 0.08% 111
2020
Q2 		$306K Hold
4,893
– – 0.08% 111
2020
Q1 		$295K Hold
4,893
– – 0.09% 116
2019
Q4 		$311K Hold
4,893
– – 0.07% 133
2019
Q3 		$318K Sell
4,893
-22
-0.4% -$1.37K 0.08% 132
2019
Q2 		$292K Buy
4,915
+22
+0.4% +$1.26K 0.08% 134
2019
Q1 		$275K Hold
4,893
– – 0.08% 135
2018
Q4 		$241K Hold
4,893
– – 0.08% 134
2018
Q3 		$231K Hold
4,893
– – 0.07% 148
2018
Q2 		$224K Hold
4,893
– – 0.07% 149
2018
Q1 		$223K Buy
+4,893
New +$218K 0.07% 147

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McKinley Carter Wealth Services's XEL Position: Q1 2024 in Review

McKinley Carter Wealth Services sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 3,571 shares — an estimated $221K sold.

McKinley Carter Wealth Services first reported a position in XEL in Q1 2018 and held it in 24 quarters. The position peaked at $338K in Q3 2020. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • McKinley Carter Wealth Services reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,571 Xcel Energy shares in Q1 2024, an estimated $221K.
  • McKinley Carter Wealth Services first reported a position in Xcel Energy in Q1 2018 and held it in 24 quarters.
  • McKinley Carter Wealth Services's Xcel Energy position peaked at $338K in Q3 2020.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2024, filed 26 Apr 2024.