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Tennessee Valley Asset Management Partners’s Xcel Energy XEL Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-37
Closed -$2.31K – 783
2023
Q4 		$2.31K Buy
+37
New +$2.22K ﹤0.01% 644

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State Street
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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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tennessee Valley Asset Management Partners's XEL Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 37 shares — an estimated $2.31K sold.

Tennessee Valley Asset Management Partners first reported a position in XEL in Q4 2023 and held it in 1 quarter. The position peaked at $2.31K in Q4 2023. 981 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 37 Xcel Energy shares in Q1 2024, an estimated $2.31K.
  • Tennessee Valley Asset Management Partners first reported a position in Xcel Energy in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Xcel Energy position peaked at $2.31K in Q4 2023.
  • 981 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.