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Wetzel Investment Advisors’s Xcel Energy XEL Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-287
Closed -$15.4K – 907
2024
Q2 		$15.4K Hold
287
– – 0.01% 387
2024
Q1 		$15.4K Hold
287
– – 0.01% 429
2023
Q4 		$18K Buy
+287
New +$17.2K 0.01% 402

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wetzel Investment Advisors's XEL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 287 shares — an estimated $15.4K sold.

Wetzel Investment Advisors first reported a position in XEL in Q4 2023 and held it in 3 quarters. The position peaked at $18K in Q4 2023. 1,031 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 287 Xcel Energy shares in Q3 2024, an estimated $15.4K.
  • Wetzel Investment Advisors first reported a position in Xcel Energy in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Xcel Energy position peaked at $18K in Q4 2023.
  • 1,031 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.