Badgley Phelps Wealth Managers’s Xcel Energy XEL Stock Holding History

Badgley Phelps Wealth Managers’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 Q2	–	Sell	-5,262	Closed	-$284K	–	269
2024 Q1	$284K	Hold	5,262	–	–	0.01%	223
2023 Q4	$327K	Sell	5,262 -219	-4%	-$13.1K	0.01%	208
2023 Q3	$314K	Buy	5,481 +346	+7%	+$20.8K	0.01%	195
2023 Q2	$319K	Sell	5,135 -120	-2%	-$8.01K	0.01%	202
2023 Q1	$354K	Buy	5,255 +392	+8%	+$26.5K	0.01%	169
2022 Q4	$341K	Hold	4,863	–	–	0.01%	168
2022 Q3	$311K	Hold	4,863	–	–	0.01%	163
2022 Q2	$344K	Buy	4,863 +63	+1%	+$4.58K	0.01%	163
2022 Q1	$346K	Sell	4,800 -382	-7%	-$26.2K	0.01%	171
2021 Q4	$351K	Hold	5,182	–	–	0.01%	177
2021 Q3	$324K	Buy	+5,182	New	+$350K	0.01%	178

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Badgley Phelps Wealth Managers's XEL Position: Q2 2024 in Review

Badgley Phelps Wealth Managers sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 5,262 shares — an estimated $284K sold.

Badgley Phelps Wealth Managers first reported a position in XEL in Q3 2021 and held it in 11 quarters. The position peaked at $354K in Q1 2023. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

Badgley Phelps Wealth Managers reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 5,262 Xcel Energy shares in Q2 2024, an estimated $284K.
Badgley Phelps Wealth Managers first reported a position in Xcel Energy in Q3 2021 and held it in 11 quarters.
Badgley Phelps Wealth Managers's Xcel Energy position peaked at $354K in Q1 2023.
971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2024, filed 14 Aug 2024.