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Morningstar Investment Services’s Xcel Energy XEL Stock Holding History

Morningstar Investment 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
-6,685
Closed -$414K – 418
2023
Q4 		$414K Buy
+6,685
New +$401K ﹤0.01% 308
2014
Q4 		– Sell
-299,242
Closed -$9.1M – 230
2014
Q3 		$9.1M Buy
299,242
+12,095
+4% +$378K 0.47% 63
2014
Q2 		$9.26M Buy
287,147
+14,464
+5% +$448K 0.54% 53
2014
Q1 		$8.28M Buy
272,683
+15,306
+6% +$446K 0.57% 51
2013
Q4 		$7.19M Buy
+257,377
New +$7.27M 0.54% 52

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

Morningstar Investment Services's XEL Position: Q1 2024 in Review

Morningstar Investment Services sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 6,685 shares — an estimated $414K sold.

Morningstar Investment Services first reported a position in XEL in Q4 2013 and held it in 5 quarters. The position peaked at $9.26M in Q2 2014. 981 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Morningstar Investment Services reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 6,685 Xcel Energy shares in Q1 2024, an estimated $414K.
  • Morningstar Investment Services first reported a position in Xcel Energy in Q4 2013 and held it in 5 quarters.
  • Morningstar Investment Services's Xcel Energy position peaked at $9.26M in Q2 2014.
  • 981 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Morningstar Investment Services's 13F filing for Q1 2024, filed 15 May 2024.