Orgel Wealth Management’s Xcel Energy XEL Stock Holding History

Orgel Wealth Management’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	-3,303	Closed	-$204K	–	86
2023 Q4	$204K	Buy	+3,303	New	+$198K	0.01%	84
2023 Q1	–	Sell	-3,307	Closed	-$232K	–	78
2022 Q4	$232K	Hold	3,307	–	–	0.01%	70
2022 Q3	$212K	Hold	3,307	–	–	0.01%	64
2022 Q2	$234K	Sell	3,307 -200	-6%	-$14.6K	0.01%	62
2022 Q1	$253K	Hold	3,507	–	–	0.02%	55
2021 Q4	$237K	Sell	3,507 -36	-1%	-$2.35K	0.02%	57
2021 Q3	$221K	Buy	3,543 +36	+1%	+$2.43K	0.03%	56
2021 Q2	$231K	Sell	3,507 -182	-5%	-$12.7K	0.03%	53
2021 Q1	$245K	Buy	+3,689	New	+$233K	0.03%	50
2020 Q4	–	Sell	-3,235	Closed	-$223K	–	55
2020 Q3	$223K	Buy	+3,235	New	+$221K	0.06%	53
2020 Q2	–	Sell	-5,095	Closed	-$307K	–	53
2020 Q1	$307K	Buy	+5,095	New	+$332K	0.12%	28
2018 Q1	–	Sell	-4,364	Closed	-$210K	–	47
2017 Q4	$210K	Sell	4,364 -1,000	-19%	-$49.6K	0.05%	44
2017 Q3	$254K	Buy	+5,364	New	+$257K	0.09%	24
2016 Q3	–	Sell	-4,611	Closed	-$206K	–	23
2016 Q2	$206K	Buy	+4,611	New	+$191K	0.09%	19

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Orgel Wealth Management's XEL Position: Q1 2024 in Review

Orgel Wealth Management sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 3,303 shares — an estimated $204K sold.

Orgel Wealth Management first reported a position in XEL in Q2 2016 and held it in 14 quarters. The position peaked at $307K in Q1 2020. 981 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

Orgel Wealth Management reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
Orgel Wealth Management sold 3,303 Xcel Energy shares in Q1 2024, an estimated $204K.
Orgel Wealth Management first reported a position in Xcel Energy in Q2 2016 and held it in 14 quarters.
Orgel Wealth Management's Xcel Energy position peaked at $307K in Q1 2020.
981 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Orgel Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.