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Planning Capital Management Corporation’s Xcel Energy XEL Stock Holding History

Planning Capital Management Corporation’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
Q3 		$47.6K Sell
728
-56
-7% -$3.32K 0.03% 188
2024
Q2 		$41.9K Sell
784
-579
-42% -$31.5K 0.03% 208
2024
Q1 		$73.2K Sell
1,363
-323
-19% -$18.4K 0.05% 156
2023
Q4 		$104K Buy
+1,686
New +$101K 0.08% 131

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 $315B AUM 27.84% 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

Planning Capital Management Corporation's XEL Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Xcel Energy (XEL) stake by 7.1% in Q3 2024, selling an estimated $3.32K and leaving 728 shares worth $47.6K. The position accounts for 0.03% of the portfolio, ranked #188.

Planning Capital Management Corporation first reported a position in XEL in Q4 2023 and has held it in 4 quarters since. The position peaked at $104K in Q4 2023. 1,030 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • Planning Capital Management Corporation held 728 shares of Xcel Energy worth $47.6K as of Q3 2024.
  • Planning Capital Management Corporation sold 56 Xcel Energy shares in Q3 2024, an estimated $3.32K.
  • Xcel Energy made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #188 holding.
  • Planning Capital Management Corporation first reported a position in Xcel Energy in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Xcel Energy position peaked at $104K in Q4 2023.
  • 1,030 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.