Waldron Private Wealth’s Xcel Energy XEL Stock Holding History

Waldron Private Wealth’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	-3,525	Closed	-$220K	–	453
2023 Q4	$220K	Buy	+3,525	New	+$211K	0.01%	373

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

Waldron Private Wealth's XEL Position: Q1 2024 in Review

Waldron Private Wealth sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 3,525 shares — an estimated $220K sold.

Waldron Private Wealth first reported a position in XEL in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

Waldron Private Wealth reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
Waldron Private Wealth sold 3,525 Xcel Energy shares in Q1 2024, an estimated $220K.
Waldron Private Wealth first reported a position in Xcel Energy in Q4 2023 and held it in 1 quarter.
Waldron Private Wealth's Xcel Energy position peaked at $220K in Q4 2023.
980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Waldron Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.