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Voya Financial Advisors’s Xcel Energy XEL Stock Holding History

Voya 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
-3,412
Closed -$211K – 248
2023
Q4 		$211K Buy
+3,412
New +$205K 0.03% 219
2020
Q2 		– Sell
-6,765
Closed -$423K – 631
2020
Q1 		$423K Sell
6,765
-133
-2% -$8.67K 0.02% 376
2019
Q4 		$437K Buy
6,898
+296
+4% +$18.5K 0.02% 424
2019
Q3 		$432K Buy
6,602
+7
+0.1% +$436 0.02% 414
2019
Q2 		$391K Sell
6,595
-1,018
-13% -$58.5K 0.02% 437
2019
Q1 		$428K Sell
7,613
-108
-1% -$5.75K 0.02% 400
2018
Q4 		$380K Buy
7,721
+207
+3% +$10.4K 0.03% 384
2018
Q3 		$350K Buy
7,514
+2,408
+47% +$114K 0.02% 449
2018
Q2 		$233K Sell
5,106
-21
-0.4% -$941 0.02% 498
2018
Q1 		$232K Buy
5,127
+252
+5% +$11.2K 0.02% 494
2017
Q4 		$234K Buy
4,875
+632
+15% +$31.4K 0.02% 484
2017
Q3 		$201K Buy
+4,243
New +$204K 0.01% 501

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

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

Voya Financial Advisors sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 3,412 shares — an estimated $211K sold.

Voya Financial Advisors first reported a position in XEL in Q3 2017 and held it in 12 quarters. The position peaked at $437K in Q4 2019. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Voya Financial Advisors reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Voya Financial Advisors sold 3,412 Xcel Energy shares in Q1 2024, an estimated $211K.
  • Voya Financial Advisors first reported a position in Xcel Energy in Q3 2017 and held it in 12 quarters.
  • Voya Financial Advisors's Xcel Energy position peaked at $437K in Q4 2019.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Voya Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.