Register Financial Advisors’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-206	Closed	-$11K	–	705
2024 Q2	$11K	Hold	206	–	–	0.01%	519
2024 Q1	$11.1K	Buy	+206	New	+$11.8K	0.01%	535

Other funds holding XEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Register Financial Advisors's XEL Position: Q3 2024 in Review

Register Financial Advisors sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 206 shares — an estimated $11K sold.

Register Financial Advisors first reported a position in XEL in Q1 2024 and held it in 2 quarters. The position peaked at $11.1K in Q1 2024. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

Register Financial Advisors reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 206 Xcel Energy shares in Q3 2024, an estimated $11K.
Register Financial Advisors first reported a position in Xcel Energy in Q1 2024 and held it in 2 quarters.
Register Financial Advisors's Xcel Energy position peaked at $11.1K in Q1 2024.
1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.