SG
XEL icon

StoneX Group’s Xcel Energy XEL Stock Holding History

StoneX Group’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
Q4 		– Sell
-4,196
Closed -$274K – 923
2024
Q3 		$274K Buy
+4,196
New +$249K 0.12% 231
2022
Q3 		– Sell
-3,557
Closed -$252K – 528
2022
Q2 		$252K Buy
+3,557
New +$259K 0.04% 288
2017
Q3 		– Sell
-30,586
Closed -$1.4M – 364
2017
Q2 		$1.4M Buy
+30,586
New +$1.41M 0.44% 71
2017
Q1 		– Sell
-13,618
Closed -$554K – 75
2016
Q4 		$554K Buy
13,618
+505
+4% +$20.2K 0.97% 54
2016
Q3 		$539K Buy
+13,113
New +$561K 1.2% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

StoneX Group's XEL Position: Q4 2024 in Review

StoneX Group sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 4,196 shares — an estimated $274K sold.

StoneX Group first reported a position in XEL in Q3 2016 and held it in 5 quarters. The position peaked at $1.4M in Q2 2017. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • StoneX Group reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • StoneX Group sold 4,196 Xcel Energy shares in Q4 2024, an estimated $274K.
  • StoneX Group first reported a position in Xcel Energy in Q3 2016 and held it in 5 quarters.
  • StoneX Group's Xcel Energy position peaked at $1.4M in Q2 2017.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.