Burleson & Co’s Xcel Energy XEL Stock Holding History

Burleson & Co’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 Q4	$35.1K	Hold	500	–	–	0.01%	201
2022 Q3	$32K	Buy	+500	New	+$36.4K	0.01%	220

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Burleson & Co's XEL Position: Q4 2022 in Review

Burleson & Co held its Xcel Energy (XEL) position steady in Q4 2022 at 500 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #201.

Burleson & Co first reported a position in XEL in Q3 2022 and has held it in 2 quarters since. 984 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

Burleson & Co held 500 shares of Xcel Energy worth $35.1K as of Q4 2022.
Burleson & Co left its Xcel Energy share count unchanged in Q4 2022.
Xcel Energy made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #201 holding.
Burleson & Co first reported a position in Xcel Energy in Q3 2022 and has held it in 2 quarters since.
984 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.