AFS
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return