NFA
XEL icon

Northwest Financial Advisors’s Xcel Energy XEL Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-415
Closed -$27.1K – 552
2024
Q3 		$27.1K Buy
+415
New +$24.6K 0.02% 292
2024
Q1 		– Sell
-927
Closed -$57.4K – 540
2023
Q4 		$57.4K Buy
+927
New +$55.6K 0.05% 193

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwest Financial Advisors's XEL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 415 shares — an estimated $27.1K sold.

Northwest Financial Advisors first reported a position in XEL in Q4 2023 and held it in 2 quarters. The position peaked at $57.4K in Q4 2023. 1,114 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 415 Xcel Energy shares in Q4 2024, an estimated $27.1K.
  • Northwest Financial Advisors first reported a position in Xcel Energy in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Xcel Energy position peaked at $57.4K in Q4 2023.
  • 1,114 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.