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Annapolis Financial Services’s Xcel Energy XEL Stock Holding History

Annapolis Financial Services’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
2024
Q1 		– Sell
-259
Closed -$16K – 473
2023
Q4 		$16K Hold
259
– – ﹤0.01% 303
2023
Q3 		$14.8K Hold
259
– – ﹤0.01% 299
2023
Q2 		$16.1K Hold
259
– – ﹤0.01% 293
2023
Q1 		$17.5K Hold
259
– – 0.01% 257
2022
Q4 		$18.2K Hold
259
– – 0.01% 254
2022
Q3 		$17K Hold
259
– – 0.01% 283
2022
Q2 		$18K Buy
+259
New +$18.8K 0.01% 255

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Annapolis Financial Services's XEL Position: Q1 2024 in Review

Annapolis Financial Services sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 259 shares — an estimated $16K sold.

Annapolis Financial Services first reported a position in XEL in Q2 2022 and held it in 7 quarters. The position peaked at $18.2K in Q4 2022. 982 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Annapolis Financial Services reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 259 Xcel Energy shares in Q1 2024, an estimated $16K.
  • Annapolis Financial Services first reported a position in Xcel Energy in Q2 2022 and held it in 7 quarters.
  • Annapolis Financial Services's Xcel Energy position peaked at $18.2K in Q4 2022.
  • 982 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.