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Tompkins Financial’s Xcel Energy XEL Stock Holding History

Tompkins Financial’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
-277
Closed -$18.1K – 601
2024
Q3 		$18.1K Buy
+277
New +$16.4K ﹤0.01% 426
2020
Q1 		– Sell
-300
Closed -$19K – 452
2019
Q4 		$19K Buy
+300
New +$18.8K ﹤0.01% 318
2018
Q1 		– Sell
-501
Closed -$24K – 445
2017
Q4 		$24K Buy
501
+155
+45% +$7.69K 0.01% 279
2017
Q3 		$16K Hold
346
– – ﹤0.01% 314
2017
Q2 		$16K Hold
346
– – ﹤0.01% 297
2017
Q1 		$15K Buy
+346
New +$14.7K ﹤0.01% 296

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

Tompkins Financial's XEL Position: Q4 2024 in Review

Tompkins Financial sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 277 shares — an estimated $18.1K sold.

Tompkins Financial first reported a position in XEL in Q1 2017 and held it in 6 quarters. The position peaked at $24K in Q4 2017. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Tompkins Financial reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 277 Xcel Energy shares in Q4 2024, an estimated $18.1K.
  • Tompkins Financial first reported a position in Xcel Energy in Q1 2017 and held it in 6 quarters.
  • Tompkins Financial's Xcel Energy position peaked at $24K in Q4 2017.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.