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WR Wealth Planners’s Xcel Energy XEL Stock Holding History

WR Wealth Planners’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 		$5.6K Buy
83
+6
+8% +$402 ﹤0.01% 677
2024
Q3 		$5.03K Buy
77
+18
+31% +$1.07K ﹤0.01% 743
2024
Q2 		$3.15K Sell
59
-12
-17% -$653 ﹤0.01% 796
2024
Q1 		$3.82K Buy
+71
New +$4.05K ﹤0.01% 770

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 $1.88B AUM 29.07% 1-Year Est. Return

WR Wealth Planners's XEL Position: Q4 2024 in Review

WR Wealth Planners increased its Xcel Energy (XEL) stake by 7.8% in Q4 2024, buying an estimated $402 and bringing the position to 83 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

WR Wealth Planners first reported a position in XEL in Q1 2024 and has held it in 4 quarters since. 1,113 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • WR Wealth Planners held 83 shares of Xcel Energy worth $5.6K as of Q4 2024.
  • WR Wealth Planners bought 6 Xcel Energy shares in Q4 2024, an estimated $402.
  • Xcel Energy made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #677 holding.
  • WR Wealth Planners first reported a position in Xcel Energy in Q1 2024 and has held it in 4 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.