Mendota Financial Group’s Xcel Energy XEL Stock Holding History

Mendota Financial 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	–	Sell	-1	Closed	-$66	–	1178
2024 Q3	$66	Buy	+1	New	+$59	﹤0.01%	1081

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

Mendota Financial Group's XEL Position: Q4 2024 in Review

Mendota Financial Group sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 1 share — an estimated $66 sold.

Mendota Financial Group first reported a position in XEL in Q3 2024 and held it in 1 quarter. The position peaked at $66 in Q3 2024. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

Mendota Financial Group reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 1 Xcel Energy share in Q4 2024, an estimated $66.
Mendota Financial Group first reported a position in Xcel Energy in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Xcel Energy position peaked at $66 in Q3 2024.
1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.