Castle Financial & Retirement Planning Associates’s Xcel Energy XEL Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$2K	Buy	+33	New	+$2.15K	0.01%	173

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

MAM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's XEL Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Xcel Energy (XEL) in Q4 2021: 33 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #173 among its holdings.

911 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

Castle Financial & Retirement Planning Associates held 33 shares of Xcel Energy worth $2K as of Q4 2021.
Xcel Energy was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Xcel Energy made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #173 holding.
911 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.