Valeo Financial Advisors’s Xcel Energy XEL Stock Holding History

Valeo Financial 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	-6,756	Closed	-$418K	–	718
2023 Q4	$418K	Buy	+6,756	New	+$405K	0.02%	408
2020 Q3	–	Sell	-211	Closed	-$13K	–	2178
2020 Q2	$13K	Buy	211 +184	+681%	+$11.6K	﹤0.01%	1210
2020 Q1	$2K	Buy	+27	New	+$1.76K	﹤0.01%	1589
2019 Q4	–	Sell	-140	Closed	-$9K	–	1736
2019 Q3	$9K	Hold	140	–	–	﹤0.01%	1070
2019 Q2	$8K	Sell	140 -89	-39%	-$5.12K	﹤0.01%	1097
2019 Q1	$13K	Hold	229	–	–	﹤0.01%	908
2018 Q4	$11K	Sell	229 -29	-11%	-$1.45K	﹤0.01%	866
2018 Q3	$13K	Buy	258 +169	+190%	+$7.98K	﹤0.01%	897
2018 Q2	$4K	Hold	89	–	–	﹤0.01%	1216
2018 Q1	$4K	Hold	89	–	–	﹤0.01%	1219
2017 Q4	$4K	Buy	+89	New	+$4.42K	﹤0.01%	1087

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Valeo Financial Advisors's XEL Position: Q1 2024 in Review

Valeo Financial Advisors sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 6,756 shares — an estimated $418K sold.

Valeo Financial Advisors first reported a position in XEL in Q4 2017 and held it in 11 quarters. The position peaked at $418K in Q4 2023. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

Valeo Financial Advisors reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
Valeo Financial Advisors sold 6,756 Xcel Energy shares in Q1 2024, an estimated $418K.
Valeo Financial Advisors first reported a position in Xcel Energy in Q4 2017 and held it in 11 quarters.
Valeo Financial Advisors's Xcel Energy position peaked at $418K in Q4 2023.
980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Valeo Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.