44 Wealth Management’s Xcel Energy XEL Stock Holding History

44 Wealth Management’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
2023 Q2	$5.37M	Sell	86,431 -1,024	-1%	-$68.4K	1.83%	13
2023 Q1	$5.9M	Buy	+87,455	New	+$5.9M	2%	10
2022 Q4	–	Sell	-87,889	Closed	-$5.63M	–	183
2022 Q3	$5.63M	Sell	87,889 -22	-0%	-$1.6K	2.31%	8
2022 Q2	$6.22M	Buy	+87,911	New	+$6.4M	2.41%	8

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

44 Wealth Management's XEL Position: Q2 2023 in Review

44 Wealth Management reduced its Xcel Energy (XEL) stake by 1.2% in Q2 2023, selling an estimated $68.4K and leaving 86,431 shares worth $5.37M. The position accounts for 1.83% of the portfolio, ranked #13.

44 Wealth Management first reported a position in XEL in Q2 2022 and has held it in 4 quarters since. The position peaked at $6.22M in Q2 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

44 Wealth Management held 86,431 shares of Xcel Energy worth $5.37M as of Q2 2023.
44 Wealth Management sold 1,024 Xcel Energy shares in Q2 2023, an estimated $68.4K.
Xcel Energy made up 1.83% of 44 Wealth Management's portfolio in Q2 2023, its #13 holding.
44 Wealth Management first reported a position in Xcel Energy in Q2 2022 and has held it in 4 quarters since.
44 Wealth Management's Xcel Energy position peaked at $6.22M in Q2 2022.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.