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American Portfolios Advisors’s Xcel Energy XEL Stock Holding History

American Portfolios 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
2022
Q3 		$244K Sell
3,818
-676
-15% -$49.2K 0.01% 945
2022
Q2 		$318K Sell
4,494
-10,855
-71% -$790K 0.01% 851
2022
Q1 		$1.11M Sell
15,349
-544
-3% -$37.4K 0.04% 454
2021
Q4 		$1.08M Buy
15,893
+10,246
+181% +$668K 0.04% 462
2021
Q3 		$353K Buy
5,647
+61
+1% +$4.12K 0.01% 871
2021
Q2 		$368K Buy
5,586
+169
+3% +$11.8K 0.01% 858
2021
Q1 		$360K Buy
5,417
+1,028
+23% +$65K 0.02% 796
2020
Q4 		$293K Sell
4,389
-11,551
-72% -$805K 0.02% 748
2020
Q3 		$1.1M Sell
15,940
-1,047
-6% -$71.4K 0.06% 271
2020
Q2 		$1.06M Buy
16,987
+1,111
+7% +$70K 0.07% 265
2020
Q1 		$957K Buy
15,876
+10,982
+224% +$716K 0.08% 233
2019
Q4 		$311K Sell
4,894
-7,880
-62% -$493K 0.02% 581
2019
Q3 		$829K Buy
12,774
+8,077
+172% +$503K 0.07% 279
2019
Q2 		$279K Sell
4,697
-5
-0.1% -$287 0.02% 584
2019
Q1 		$264K Buy
4,702
+517
+12% +$27.5K 0.02% 549
2018
Q4 		$206K Buy
4,185
+155
+4% +$7.77K 0.03% 503
2018
Q3 		$190K Buy
4,030
+3
+0.1% +$142 0.02% 602
2018
Q2 		$184K Buy
4,027
+288
+8% +$12.9K 0.03% 579
2018
Q1 		$170K Sell
3,739
-9,034
-71% -$403K 0.03% 575
2017
Q4 		$615K Buy
+12,773
New +$634K 0.1% 214

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

American Portfolios Advisors's XEL Position: Q3 2022 in Review

American Portfolios Advisors reduced its Xcel Energy (XEL) stake by 15% in Q3 2022, selling an estimated $49.2K and leaving 3,818 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #945.

American Portfolios Advisors first reported a position in XEL in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2022. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

  • American Portfolios Advisors held 3,818 shares of Xcel Energy worth $244K as of Q3 2022.
  • American Portfolios Advisors sold 676 Xcel Energy shares in Q3 2022, an estimated $49.2K.
  • Xcel Energy made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #945 holding.
  • American Portfolios Advisors first reported a position in Xcel Energy in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Xcel Energy position peaked at $1.11M in Q1 2022.
  • 937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.