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Milestone Investment Advisors’s Xcel Energy XEL Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-40
Closed -$2.29K – 439
2023
Q3 		$2.29K Buy
+40
New +$2.4K ﹤0.01% 362
2023
Q2 		– Sell
-40
Closed -$2.7K – 435
2023
Q1 		$2.7K Buy
+40
New +$2.7K ﹤0.01% 355

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Milestone Investment Advisors's XEL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 40 shares — an estimated $2.29K sold.

Milestone Investment Advisors first reported a position in XEL in Q1 2023 and held it in 2 quarters. The position peaked at $2.7K in Q1 2023. 1,017 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 40 Xcel Energy shares in Q4 2023, an estimated $2.29K.
  • Milestone Investment Advisors first reported a position in Xcel Energy in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Xcel Energy position peaked at $2.7K in Q1 2023.
  • 1,017 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.