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Paloma Partners’s Xcel Energy XEL Stock Holding History

Paloma Partners’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
2023
Q4 		– Sell
-12,700
Closed -$727K – 960
2023
Q3 		$727K Buy
+12,700
New +$763K 0.03% 421
2023
Q2 		– Sell
-11,800
Closed -$796K – 959
2023
Q1 		$796K Buy
11,800
+3,900
+49% +$263K 0.03% 414
2022
Q4 		$554K Buy
+7,900
New +$526K 0.03% 495

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paloma Partners's XEL Position: Q3 2024 in Review

Paloma Partners sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 20,109 shares — an estimated $1.07M sold.

Paloma Partners first reported a position in XEL in Q1 2014 and held it in 27 quarters. The position peaked at $7.41M in Q3 2021. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • Paloma Partners reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 20,109 Xcel Energy shares in Q3 2024, an estimated $1.07M.
  • Paloma Partners first reported a position in Xcel Energy in Q1 2014 and held it in 27 quarters.
  • Paloma Partners's Xcel Energy position peaked at $7.41M in Q3 2021.
  • 1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.