Baystate Wealth Management’s Xcel Energy XEL Stock Holding History

Baystate 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 Q4	$63	Hold	1	–	–	﹤0.01%	1305
2023 Q3	$58	Hold	1	–	–	﹤0.01%	1016
2023 Q2	$63	Hold	1	–	–	﹤0.01%	1034
2023 Q1	$67	Buy	+1	New	+$67	﹤0.01%	1024
2018 Q2	–	Sell	-8	Closed	-$1K	–	704
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	640
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	630
2017 Q3	$1K	Hold	8	–	–	﹤0.01%	607
2017 Q2	$1K	Hold	8	–	–	﹤0.01%	639
2017 Q1	$1K	Buy	+8	New	+$339	﹤0.01%	604

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Baystate Wealth Management's XEL Position: Q4 2023 in Review

Baystate Wealth Management held its Xcel Energy (XEL) position steady in Q4 2023 at 1 share worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Baystate Wealth Management first reported a position in XEL in Q1 2017 and has held it in 9 quarters since. The position peaked at $1K in Q1 2018. 1,018 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

Baystate Wealth Management held 1 share of Xcel Energy worth $63 as of Q4 2023.
Baystate Wealth Management left its Xcel Energy share count unchanged in Q4 2023.
Xcel Energy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1305 holding.
Baystate Wealth Management first reported a position in Xcel Energy in Q1 2017 and has held it in 9 quarters since.
Baystate Wealth Management's Xcel Energy position peaked at $1K in Q1 2018.
1,018 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.