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Amplius Wealth Advisors’s Xcel Energy XEL Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-200
Closed -$13K – 931
2021
Q4 		$13K Buy
+200
New +$13K ﹤0.01% 557

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Amplius Wealth Advisors's XEL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 200 shares — an estimated $13K sold.

Amplius Wealth Advisors first reported a position in XEL in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 200 Xcel Energy shares in Q1 2022, an estimated $13K.
  • Amplius Wealth Advisors first reported a position in Xcel Energy in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Xcel Energy position peaked at $13K in Q4 2021.
  • 930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.