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BerganKDV Wealth Management’s Xcel Energy XEL Stock Holding History

BerganKDV 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
Q2 		$913K Sell
14,678
-605
-4% -$40.4K 0.09% 137
2023
Q1 		$1.03M Buy
15,283
+22
+0.1% +$1.49K 0.11% 129
2022
Q4 		$1.07M Sell
15,261
-1,108
-7% -$73.7K 0.12% 124
2022
Q3 		$1.05M Sell
16,369
-1,137
-6% -$82.8K 0.13% 120
2022
Q2 		$1.24M Buy
17,506
+5,185
+42% +$377K 0.14% 119
2022
Q1 		$889K Sell
12,321
-169
-1% -$11.6K 0.1% 130
2021
Q4 		$846K Buy
12,490
+242
+2% +$15.8K 0.09% 144
2021
Q3 		$765K Sell
12,248
-946
-7% -$63.9K 0.09% 144
2021
Q2 		$869K Buy
13,194
+1,240
+10% +$86.3K 0.1% 126
2021
Q1 		$795K Hold
11,954
– – 0.1% 127
2020
Q4 		$797K Sell
11,954
-1,192
-9% -$83.1K 0.11% 115
2020
Q3 		$907K Sell
13,146
-990
-7% -$67.5K 0.14% 104
2020
Q2 		$883K Buy
14,136
+882
+7% +$55.6K 0.15% 105
2020
Q1 		$799K Buy
13,254
+131
+1% +$8.54K 0.16% 101
2019
Q4 		$833K Buy
13,123
+10
+0.1% +$626 0.15% 112
2019
Q3 		$851K Buy
13,113
+10
+0.1% +$623 0.17% 100
2019
Q2 		$779K Sell
13,103
-63
-0.5% -$3.62K 0.15% 108
2019
Q1 		$740K Buy
13,166
+12
+0.1% +$638 0.15% 106
2018
Q4 		$648K Sell
13,154
-1,126
-8% -$56.5K 0.15% 106
2018
Q3 		$674K Buy
14,280
+566
+4% +$26.7K 0.15% 111
2018
Q2 		$626K Buy
13,714
+1,031
+8% +$46.2K 0.14% 114
2018
Q1 		$577K Sell
12,683
-8,786
-41% -$392K 0.16% 111
2017
Q4 		$1.03M Sell
21,469
-102
-0.5% -$5.06K 0.25% 82
2017
Q3 		$1.02M Buy
21,571
+1,000
+5% +$48K 0.26% 77
2017
Q2 		$944K Sell
20,571
-1,821
-8% -$83.8K 0.27% 70
2017
Q1 		$995K Buy
22,392
+1,217
+6% +$51.6K 0.3% 62
2016
Q4 		$862K Buy
21,175
+407
+2% +$16.3K 0.29% 67
2016
Q3 		$854K Buy
20,768
+7
+0% +$299 0.3% 62
2016
Q2 		$930K Sell
20,761
-3,000
-13% -$124K 0.4% 55
2016
Q1 		$994K Buy
+23,761
New +$926K 0.6% 50

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BerganKDV Wealth Management's XEL Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Xcel Energy (XEL) stake by 4% in Q2 2023, selling an estimated $40.4K and leaving 14,678 shares worth $913K. The position accounts for 0.09% of the portfolio, ranked #137.

BerganKDV Wealth Management first reported a position in XEL in Q1 2016 and has held it in 30 quarters since. The position peaked at $1.24M in Q2 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

  • BerganKDV Wealth Management held 14,678 shares of Xcel Energy worth $913K as of Q2 2023.
  • BerganKDV Wealth Management sold 605 Xcel Energy shares in Q2 2023, an estimated $40.4K.
  • Xcel Energy made up 0.09% of BerganKDV Wealth Management's portfolio in Q2 2023, its #137 holding.
  • BerganKDV Wealth Management first reported a position in Xcel Energy in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's Xcel Energy position peaked at $1.24M in Q2 2022.
  • 961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.