BDO Wealth Advisors’s Xcel Energy XEL Stock Holding History

BDO Wealth Advisors’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 Q2	$52.3K	Buy	841 +100	+13%	+$6.68K	0.01%	429
2023 Q1	$50K	Sell	741 -147	-17%	-$9.92K	0.01%	421
2022 Q4	$62.3K	Hold	888	–	–	0.01%	384
2022 Q3	$57K	Hold	888	–	–	0.01%	390
2022 Q2	$63K	Hold	888	–	–	0.01%	385
2022 Q1	$64K	Hold	888	–	–	0.01%	391
2021 Q4	$60K	Hold	888	–	–	0.01%	423
2021 Q3	$55K	Hold	888	–	–	0.01%	434
2021 Q2	$58K	Hold	888	–	–	0.01%	447
2021 Q1	$59K	Sell	888 -2,500	-74%	-$158K	0.01%	430
2020 Q4	$226K	Hold	3,388	–	–	0.03%	221
2020 Q3	$234K	Hold	3,388	–	–	0.04%	205
2020 Q2	$212K	Hold	3,388	–	–	0.04%	211
2020 Q1	$204K	Buy	+3,388	New	+$221K	0.04%	204

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BDO Wealth Advisors's XEL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Xcel Energy (XEL) stake by 13% in Q2 2023, buying an estimated $6.68K and bringing the position to 841 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #429.

BDO Wealth Advisors first reported a position in XEL in Q1 2020 and has held it in 14 quarters since. The position peaked at $234K in Q3 2020. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

BDO Wealth Advisors held 841 shares of Xcel Energy worth $52.3K as of Q2 2023.
BDO Wealth Advisors bought 100 Xcel Energy shares in Q2 2023, an estimated $6.68K.
Xcel Energy made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #429 holding.
BDO Wealth Advisors first reported a position in Xcel Energy in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Xcel Energy position peaked at $234K in Q3 2020.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.