Baker Tilly Wealth Management’s Xcel Energy XEL Stock Holding History

Baker Tilly Wealth Management’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 Q3	–	Sell	-6,570	Closed	-$408K	–	557
2023 Q2	$408K	Sell	6,570 -633	-9%	-$42.3K	0.04%	389
2023 Q1	$486K	Sell	7,203 -102	-1%	-$6.88K	0.05%	341
2022 Q4	$512K	Buy	7,305 +254	+4%	+$16.9K	0.06%	316
2022 Q3	$451K	Sell	7,051 -7	-0.1%	-$510	0.06%	317
2022 Q2	$499K	Buy	7,058 +169	+2%	+$12.3K	0.07%	305
2022 Q1	$497K	Buy	+6,889	New	+$473K	0.06%	347
2021 Q1	–	Sell	-4,149	Closed	-$277K	–	480
2020 Q4	$277K	Buy	+4,149	New	+$289K	0.09%	255

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Baker Tilly Wealth Management's XEL Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 6,570 shares — an estimated $408K sold.

Baker Tilly Wealth Management first reported a position in XEL in Q4 2020 and held it in 7 quarters. The position peaked at $512K in Q4 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 6,570 Xcel Energy shares in Q3 2023, an estimated $408K.
Baker Tilly Wealth Management first reported a position in Xcel Energy in Q4 2020 and held it in 7 quarters.
Baker Tilly Wealth Management's Xcel Energy position peaked at $512K in Q4 2022.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.