The Family Firm’s Xcel Energy XEL Stock Holding History

The Family Firm’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 Q3	–	Sell	-2,025	Closed	-$108K	–	856
2024 Q2	$108K	Buy	+2,025	New	+$110K	0.02%	263

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

The Family Firm's XEL Position: Q3 2024 in Review

The Family Firm sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 2,025 shares — an estimated $108K sold.

The Family Firm first reported a position in XEL in Q2 2024 and held it in 1 quarter. The position peaked at $108K in Q2 2024. 1,030 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

The Family Firm reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 2,025 Xcel Energy shares in Q3 2024, an estimated $108K.
The Family Firm first reported a position in Xcel Energy in Q2 2024 and held it in 1 quarter.
The Family Firm's Xcel Energy position peaked at $108K in Q2 2024.
1,030 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.