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NovaPoint Capital’s Xcel Energy XEL Stock Holding History

NovaPoint Capital’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
-9,391
Closed -$505K – 144
2024
Q1 		$505K Sell
9,391
-2,137
-19% -$122K 0.18% 84
2023
Q4 		$714K Sell
11,528
-2,781
-19% -$167K 0.27% 75
2023
Q3 		$819K Buy
14,309
+515
+4% +$31K 0.33% 72
2023
Q2 		$858K Sell
13,794
-99
-0.7% -$6.61K 0.32% 73
2023
Q1 		$937K Buy
13,893
+3,073
+28% +$207K 0.38% 67
2022
Q4 		$759K Buy
10,820
+601
+6% +$40K 0.33% 67
2022
Q3 		$654K Buy
10,219
+1,656
+19% +$121K 0.3% 72
2022
Q2 		$606K Buy
8,563
+4,304
+101% +$313K 0.26% 79
2022
Q1 		$307K Buy
4,259
+35
+0.8% +$2.4K 0.11% 106
2021
Q4 		$286K Buy
4,224
+521
+14% +$34K 0.1% 108
2021
Q3 		$231K Buy
+3,703
New +$250K 0.09% 118

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

NovaPoint Capital's XEL Position: Q2 2024 in Review

NovaPoint Capital sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 9,391 shares — an estimated $505K sold.

NovaPoint Capital first reported a position in XEL in Q3 2021 and held it in 11 quarters. The position peaked at $937K in Q1 2023. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • NovaPoint Capital reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • NovaPoint Capital sold 9,391 Xcel Energy shares in Q2 2024, an estimated $505K.
  • NovaPoint Capital first reported a position in Xcel Energy in Q3 2021 and held it in 11 quarters.
  • NovaPoint Capital's Xcel Energy position peaked at $937K in Q1 2023.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on NovaPoint Capital's 13F filing for Q2 2024, filed 10 Jul 2024.