Align Wealth Management’s Xcel Energy XEL Stock Holding History

Align 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
2022 Q4	$6.4K	Buy	+100	New	+$6.65K	0.01%	155

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Align Wealth Management's XEL Position: Q4 2022 in Review

Align Wealth Management opened a new position in Xcel Energy (XEL) in Q4 2022: 100 shares worth $6.4K. The stake represents 0.01% of the portfolio and ranks #155 among its holdings.

983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

Align Wealth Management held 100 shares of Xcel Energy worth $6.4K as of Q4 2022.
Xcel Energy was a new Align Wealth Management position in Q4 2022.
Xcel Energy made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #155 holding.
983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.