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Operose Advisors’s Xcel Energy XEL Stock Holding History

Operose 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
-323
Closed -$21.1K – 649
2024
Q3 		$21.1K Hold
323
– – 0.01% 398
2024
Q2 		$17.3K Sell
323
-150
-32% -$8.16K 0.01% 375
2024
Q1 		$25.4K Buy
473
+150
+46% +$8.56K 0.01% 349
2023
Q4 		$20K Sell
323
-257
-44% -$15.4K 0.01% 363
2023
Q3 		$33.2K Buy
+580
New +$34.9K 0.01% 380

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Operose Advisors's XEL Position: Q4 2024 in Review

Operose Advisors sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 323 shares — an estimated $21.1K sold.

Operose Advisors first reported a position in XEL in Q3 2023 and held it in 5 quarters. The position peaked at $33.2K in Q3 2023. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Operose Advisors reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 323 Xcel Energy shares in Q4 2024, an estimated $21.1K.
  • Operose Advisors first reported a position in Xcel Energy in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Xcel Energy position peaked at $33.2K in Q3 2023.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.