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SpiderRock Advisors’s Xcel Energy XEL Stock Holding History

SpiderRock 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
Q3 		$269K Buy
4,112
+351
+9% +$20.8K ﹤0.01% 748
2024
Q2 		$201K Sell
3,761
-109
-3% -$5.93K ﹤0.01% 744
2024
Q1 		$201K Buy
+3,870
New +$221K 0.01% 697

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

SpiderRock Advisors's XEL Position: Q3 2024 in Review

SpiderRock Advisors increased its Xcel Energy (XEL) stake by 9.3% in Q3 2024, buying an estimated $20.8K and bringing the position to 4,112 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

SpiderRock Advisors first reported a position in XEL in Q1 2024 and has held it in 3 quarters since. 1,030 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • SpiderRock Advisors held 4,112 shares of Xcel Energy worth $269K as of Q3 2024.
  • SpiderRock Advisors bought 351 Xcel Energy shares in Q3 2024, an estimated $20.8K.
  • Xcel Energy made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #748 holding.
  • SpiderRock Advisors first reported a position in Xcel Energy in Q1 2024 and has held it in 3 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.