Bedel Financial Consulting’s Xcel Energy XEL Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-1,355	Closed	-$98K	–	933
2022 Q1	$98K	Hold	1,355	–	–	0.03%	283
2021 Q4	$92K	Hold	1,355	–	–	0.03%	296
2021 Q3	$85K	Hold	1,355	–	–	0.03%	302
2021 Q2	$89K	Hold	1,355	–	–	0.03%	295
2021 Q1	$90K	Hold	1,355	–	–	0.03%	281
2020 Q4	$90K	Sell	1,355 -1,100	-45%	-$76.7K	0.04%	240
2020 Q3	$169K	Hold	2,455	–	–	0.08%	158
2020 Q2	$153K	Hold	2,455	–	–	0.08%	156
2020 Q1	$148K	Buy	2,455 +2,300	+1,484%	+$150K	0.1%	143
2019 Q4	$10K	Hold	155	–	–	0.01%	516
2019 Q3	$10K	Hold	155	–	–	0.01%	493
2019 Q2	$9K	Hold	155	–	–	0.01%	514
2019 Q1	$9K	Buy	+155	New	+$8.24K	0.01%	515

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bedel Financial Consulting's XEL Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Xcel Energy (XEL) in Q2 2022, closing a stake of 1,355 shares — an estimated $98K sold.

Bedel Financial Consulting first reported a position in XEL in Q1 2019 and held it in 13 quarters. The position peaked at $169K in Q3 2020. 942 funds tracked by Wall St. Rank hold XEL as of Q2 2022.

Bedel Financial Consulting reported no remaining Xcel Energy position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,355 Xcel Energy shares in Q2 2022, an estimated $98K.
Bedel Financial Consulting first reported a position in Xcel Energy in Q1 2019 and held it in 13 quarters.
Bedel Financial Consulting's Xcel Energy position peaked at $169K in Q3 2020.
942 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.