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TFO Wealth Partners’s Xcel Energy XEL Stock Holding History

TFO Wealth 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
-8
Closed -$495 – 929
2023
Q4 		$495 Hold
8
– – ﹤0.01% 333
2023
Q3 		$497 Buy
+8
New +$481 ﹤0.01% 460
2022
Q3 		– Sell
-21
Closed -$1K – 508
2022
Q2 		$1K Buy
+21
New +$1.53K ﹤0.01% 484
2020
Q2 		– Sell
-474
Closed -$28K – 161
2020
Q1 		$28K Buy
+474
New +$30.9K 0.01% 73

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TFO Wealth Partners's XEL Position: Q1 2024 in Review

TFO Wealth Partners sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 8 shares — an estimated $495 sold.

TFO Wealth Partners first reported a position in XEL in Q1 2020 and held it in 4 quarters. The position peaked at $28K in Q1 2020. 981 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • TFO Wealth Partners reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 Xcel Energy shares in Q1 2024, an estimated $495.
  • TFO Wealth Partners first reported a position in Xcel Energy in Q1 2020 and held it in 4 quarters.
  • TFO Wealth Partners's Xcel Energy position peaked at $28K in Q1 2020.
  • 981 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.