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Authentikos Wealth Advisory’s Xcel Energy XEL Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-101
Closed -$5.78K – 609
2023
Q3 		$5.78K Buy
+101
New +$6.07K 0.01% 291

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Authentikos Wealth Advisory's XEL Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 101 shares — an estimated $5.78K sold.

Authentikos Wealth Advisory first reported a position in XEL in Q3 2023 and held it in 1 quarter. The position peaked at $5.78K in Q3 2023. 1,018 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 101 Xcel Energy shares in Q4 2023, an estimated $5.78K.
  • Authentikos Wealth Advisory first reported a position in Xcel Energy in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Xcel Energy position peaked at $5.78K in Q3 2023.
  • 1,018 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.