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Oliver Lagore Vanvalin Investment Group’s Xcel Energy XEL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
-546
Closed -$29.4K – 826
2024
Q1 		$29.4K Sell
546
-21,440
-98% -$1.22M 0.01% 298
2023
Q4 		$1.36M Buy
21,986
+11,558
+111% +$693K 0.51% 32
2023
Q3 		$597K Buy
10,428
+10,421
+148,871% +$626K 0.24% 73
2023
Q2 		$435 Buy
+7
New +$467 ﹤0.01% 725

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

Oliver Lagore Vanvalin Investment Group's XEL Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 546 shares — an estimated $29.4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in XEL in Q2 2023 and held it in 4 quarters. The position peaked at $1.36M in Q4 2023. 972 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 546 Xcel Energy shares in Q2 2024, an estimated $29.4K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Xcel Energy in Q2 2023 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's Xcel Energy position peaked at $1.36M in Q4 2023.
  • 972 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.