Swan Capital’s Xcel Energy XEL Stock Holding History

Swan Capital’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	-86	Closed	-$5.62K	–	425
2024 Q3	$5.62K	Hold	86	–	–	﹤0.01%	171
2024 Q2	$4.59K	Buy	+86	New	+$4.68K	﹤0.01%	172

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Swan Capital's XEL Position: Q4 2024 in Review

Swan Capital sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 86 shares — an estimated $5.62K sold.

Swan Capital first reported a position in XEL in Q2 2024 and held it in 2 quarters. The position peaked at $5.62K in Q3 2024. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

Swan Capital reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
Swan Capital sold 86 Xcel Energy shares in Q4 2024, an estimated $5.62K.
Swan Capital first reported a position in Xcel Energy in Q2 2024 and held it in 2 quarters.
Swan Capital's Xcel Energy position peaked at $5.62K in Q3 2024.
1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Swan Capital's 13F filing for Q4 2024, filed 25 Feb 2025.