Old Mission Capital’s Xcel Energy XEL Stock Holding History

Old Mission 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 Q1	–	Sell	-103,620	Closed	-$6.42M	–	1651
2023 Q4	$6.42M	Buy	+103,620	New	+$6.22M	0.12%	147
2023 Q2	–	Sell	-3,009	Closed	-$203K	–	1561
2023 Q1	$203K	Buy	+3,009	New	+$203K	﹤0.01%	1152
2021 Q2	–	Sell	-25,667	Closed	-$1.71M	–	1276
2021 Q1	$1.71M	Buy	+25,667	New	+$1.62M	0.1%	249
2020 Q2	–	Sell	-9,081	Closed	-$548K	–	654
2020 Q1	$548K	Buy	+9,081	New	+$592K	0.05%	206

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Old Mission Capital's XEL Position: Q1 2024 in Review

Old Mission Capital sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 103,620 shares — an estimated $6.42M sold.

Old Mission Capital first reported a position in XEL in Q1 2020 and held it in 4 quarters. The position peaked at $6.42M in Q4 2023. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

Old Mission Capital reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
Old Mission Capital sold 103,620 Xcel Energy shares in Q1 2024, an estimated $6.42M.
Old Mission Capital first reported a position in Xcel Energy in Q1 2020 and held it in 4 quarters.
Old Mission Capital's Xcel Energy position peaked at $6.42M in Q4 2023.
980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Old Mission Capital's 13F filing for Q1 2024, filed 14 May 2024.