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ACG Wealth’s Xcel Energy XEL Stock Holding History

ACG 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
2022
Q3 		– Sell
-621
Closed -$44K – 1026
2022
Q2 		$44K Buy
+621
New +$45.2K 0.01% 456
2020
Q4 		– Sell
-2,953
Closed -$204K – 332
2020
Q3 		$204K Sell
2,953
-1,975
-40% -$135K 0.03% 274
2020
Q2 		$308K Sell
4,928
-1,450
-23% -$91.4K 0.05% 203
2020
Q1 		$385K Sell
6,378
-1,752
-22% -$114K 0.07% 208
2019
Q4 		$516K Hold
8,130
– – 0.08% 203
2019
Q3 		$528K Hold
8,130
– – 0.08% 205
2019
Q2 		$484K Hold
8,130
– – 0.07% 220
2019
Q1 		$457K Hold
8,130
– – 0.06% 218
2018
Q4 		$401K Hold
8,130
– – 0.06% 205
2018
Q3 		$384K Hold
8,130
– – 0.05% 220
2018
Q2 		$371K Sell
8,130
-310
-4% -$13.9K 0.06% 207
2018
Q1 		$384K Hold
8,440
– – 0.06% 209
2017
Q4 		$406K Buy
8,440
+1,500
+22% +$74.4K 0.06% 222
2017
Q3 		$328K Sell
6,940
-50
-0.7% -$2.4K 0.06% 197
2017
Q2 		$321K Buy
6,990
+50
+0.7% +$2.3K 0.05% 226
2017
Q1 		$308K Hold
6,940
– – 0.06% 212
2016
Q4 		$282K Hold
6,940
– – 0.06% 189
2016
Q3 		$286K Hold
6,940
– – 0.06% 194
2016
Q2 		$311K Hold
6,940
– – 0.07% 180
2016
Q1 		$290K Hold
6,940
– – 0.07% 176
2015
Q4 		$249K Hold
6,940
– – 0.06% 186
2015
Q3 		$246K Hold
6,940
– – 0.07% 173
2015
Q2 		$223K Hold
6,940
– – 0.06% 190
2015
Q1 		$242K Hold
6,940
– – 0.06% 186
2014
Q4 		$249K Hold
6,940
– – 0.07% 178
2014
Q3 		$211K Sell
6,940
-4,930
-42% -$154K 0.06% 181
2014
Q2 		$383K Buy
+11,870
New +$368K 0.07% 152
2014
Q1 		– Sell
-9,700
Closed -$271K – 194
2013
Q4 		$271K Buy
+9,700
New +$274K 0.07% 151

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACG Wealth's XEL Position: Q3 2022 in Review

ACG Wealth sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 621 shares — an estimated $44K sold.

ACG Wealth first reported a position in XEL in Q4 2013 and held it in 28 quarters. The position peaked at $528K in Q3 2019. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

  • ACG Wealth reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 621 Xcel Energy shares in Q3 2022, an estimated $44K.
  • ACG Wealth first reported a position in Xcel Energy in Q4 2013 and held it in 28 quarters.
  • ACG Wealth's Xcel Energy position peaked at $528K in Q3 2019.
  • 937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.