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Voisard Asset Management Group’s Xcel Energy XEL Stock Holding History

Voisard Asset Management Group’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
-812
Closed -$53K – 687
2024
Q3 		$53K Buy
812
+12
+2% +$712 0.02% 181
2024
Q2 		$42.7K Buy
+800
New +$43.5K 0.02% 172

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

Voisard Asset Management Group's XEL Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 812 shares — an estimated $53K sold.

Voisard Asset Management Group first reported a position in XEL in Q2 2024 and held it in 2 quarters. The position peaked at $53K in Q3 2024. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 812 Xcel Energy shares in Q4 2024, an estimated $53K.
  • Voisard Asset Management Group first reported a position in Xcel Energy in Q2 2024 and held it in 2 quarters.
  • Voisard Asset Management Group's Xcel Energy position peaked at $53K in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.