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Tradewinds LLC’s Xcel Energy XEL Stock Holding History

Tradewinds LLC’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
-4,378
Closed -$286K – 227
2024
Q3 		$286K Sell
4,378
-13
-0.3% -$771 0.09% 138
2024
Q2 		$235K Buy
4,391
+190
+5% +$10.3K 0.07% 181
2024
Q1 		$226K Buy
+4,201
New +$240K 0.11% 81
2023
Q3 		$252K Sell
4,410
-81
-2% -$4.87K 0.15% 102
2023
Q2 		$279K Buy
4,491
+186
+4% +$12.4K 0.16% 84
2023
Q1 		$290K Buy
+4,305
New +$291K 0.18% 95
2022
Q4 		– Sell
-4,239
Closed -$271K – 213
2022
Q3 		$271K Buy
4,239
+1,248
+42% +$90.9K 0.2% 93
2022
Q2 		$212K Buy
+2,991
New +$218K 0.14% 112
2021
Q4 		$261K Buy
+4,215
New +$275K 0.31% 47

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

Tradewinds LLC's XEL Position: Q4 2024 in Review

Tradewinds LLC sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 4,378 shares — an estimated $286K sold.

Tradewinds LLC first reported a position in XEL in Q4 2021 and held it in 9 quarters. The position peaked at $290K in Q1 2023. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Tradewinds LLC reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Tradewinds LLC sold 4,378 Xcel Energy shares in Q4 2024, an estimated $286K.
  • Tradewinds LLC first reported a position in Xcel Energy in Q4 2021 and held it in 9 quarters.
  • Tradewinds LLC's Xcel Energy position peaked at $290K in Q1 2023.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Tradewinds LLC's 13F filing for Q4 2024, filed 12 Feb 2025.