Bradley & Co Private Wealth Management’s Xcel Energy XEL Stock Holding History

Bradley & Co Private 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	-35	Closed	-$2.18K	–	189
2023 Q2	$2.18K	Hold	35	–	–	﹤0.01%	157
2023 Q1	$2.36K	Hold	35	–	–	﹤0.01%	154
2022 Q4	$2.45K	Hold	35	–	–	﹤0.01%	157
2022 Q3	$2K	Hold	35	–	–	﹤0.01%	171
2022 Q2	$2K	Buy	+35	New	+$2.55K	﹤0.01%	175

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

Bradley & Co Private Wealth Management's XEL Position: Q3 2023 in Review

Bradley & Co Private Wealth Management sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 35 shares — an estimated $2.18K sold.

Bradley & Co Private Wealth Management first reported a position in XEL in Q2 2022 and held it in 5 quarters. The position peaked at $2.45K in Q4 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Bradley & Co Private Wealth Management reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 35 Xcel Energy shares in Q3 2023, an estimated $2.18K.
Bradley & Co Private Wealth Management first reported a position in Xcel Energy in Q2 2022 and held it in 5 quarters.
Bradley & Co Private Wealth Management's Xcel Energy position peaked at $2.45K in Q4 2022.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.