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Sugarloaf Wealth Management’s Xcel Energy XEL Stock Holding History

Sugarloaf Wealth Management’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 		$12.6K Hold
186
– – ﹤0.01% 464
2024
Q3 		$12.1K Buy
+186
New +$11K ﹤0.01% 482

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

Sugarloaf Wealth Management's XEL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Xcel Energy (XEL) position steady in Q4 2024 at 186 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Sugarloaf Wealth Management first reported a position in XEL in Q3 2024 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Sugarloaf Wealth Management held 186 shares of Xcel Energy worth $12.6K as of Q4 2024.
  • Sugarloaf Wealth Management left its Xcel Energy share count unchanged in Q4 2024.
  • Xcel Energy made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #464 holding.
  • Sugarloaf Wealth Management first reported a position in Xcel Energy in Q3 2024 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.