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Ulland Investment Advisors’s Xcel Energy XEL Stock Holding History

Ulland Investment Advisors’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
-470
Closed -$29K – 261
2023
Q4 		$29K Hold
470
– – 0.03% 121
2023
Q3 		$27K Sell
470
-200
-30% -$12K 0.03% 125
2023
Q2 		$42K Hold
670
– – 0.04% 107
2023
Q1 		$45K Hold
670
– – 0.05% 97
2022
Q4 		$47K Buy
670
+200
+43% +$13.3K 0.06% 96
2022
Q3 		$30K Hold
470
– – 0.03% 115
2022
Q2 		$33K Hold
470
– – 0.03% 117
2022
Q1 		$34K Hold
470
– – 0.03% 119
2021
Q4 		$32K Buy
+470
New +$30.6K 0.02% 124

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
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

Ulland Investment Advisors's XEL Position: Q1 2024 in Review

Ulland Investment Advisors sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 470 shares — an estimated $29K sold.

Ulland Investment Advisors first reported a position in XEL in Q4 2021 and held it in 9 quarters. The position peaked at $47K in Q4 2022. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Ulland Investment Advisors reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 470 Xcel Energy shares in Q1 2024, an estimated $29K.
  • Ulland Investment Advisors first reported a position in Xcel Energy in Q4 2021 and held it in 9 quarters.
  • Ulland Investment Advisors's Xcel Energy position peaked at $47K in Q4 2022.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Ulland Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.