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Mitchell Sinkler & Starr’s Xcel Energy XEL Stock Holding History

Mitchell Sinkler & Starr’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
Q2 		– Sell
-9,500
Closed -$511K – 206
2024
Q1 		$511K Buy
+9,500
New +$542K 0.13% 109
2023
Q1 		– Sell
-9,500
Closed -$666K – 160
2022
Q4 		$666K Buy
+9,500
New +$632K 0.21% 84

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

Mitchell Sinkler & Starr's XEL Position: Q2 2024 in Review

Mitchell Sinkler & Starr sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 9,500 shares — an estimated $511K sold.

Mitchell Sinkler & Starr first reported a position in XEL in Q4 2022 and held it in 2 quarters. The position peaked at $666K in Q4 2022. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Mitchell Sinkler & Starr reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 9,500 Xcel Energy shares in Q2 2024, an estimated $511K.
  • Mitchell Sinkler & Starr first reported a position in Xcel Energy in Q4 2022 and held it in 2 quarters.
  • Mitchell Sinkler & Starr's Xcel Energy position peaked at $666K in Q4 2022.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2024, filed 7 Aug 2024.