West Branch Capital’s Xcel Energy XEL Stock Holding History

West Branch Capital’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	-1	Closed	-$42	–	625
2024 Q3	$42	Buy	+1	New	+$59	﹤0.01%	597
2024 Q2	–	Sell	-300	Closed	-$16.1K	–	436
2024 Q1	$16.1K	Hold	300	–	–	0.01%	241
2023 Q4	$18.6K	Sell	300 -275	-48%	-$16.5K	0.01%	228
2023 Q3	$32.9K	Hold	575	–	–	0.02%	194
2023 Q2	$35.7K	Hold	575	–	–	0.02%	191
2023 Q1	$38.8K	Hold	575	–	–	0.02%	184
2022 Q4	$40.3K	Hold	575	–	–	0.02%	182
2022 Q3	$37K	Hold	575	–	–	0.02%	193
2022 Q2	$41K	Hold	575	–	–	0.02%	184
2022 Q1	$41K	Hold	575	–	–	0.02%	198
2021 Q4	$39K	Hold	575	–	–	0.02%	214
2021 Q3	$36K	Hold	575	–	–	0.02%	209
2021 Q2	$38K	Buy	+575	New	+$40K	0.02%	214

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

West Branch Capital's XEL Position: Q4 2024 in Review

West Branch Capital sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 1 share — an estimated $42 sold.

West Branch Capital first reported a position in XEL in Q2 2021 and held it in 13 quarters. The position peaked at $41K in Q2 2022. 1,114 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

West Branch Capital reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 1 Xcel Energy share in Q4 2024, an estimated $42.
West Branch Capital first reported a position in Xcel Energy in Q2 2021 and held it in 13 quarters.
West Branch Capital's Xcel Energy position peaked at $41K in Q2 2022.
1,114 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.