Catalyst Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
Catalyst Wealth Management's XEL Position: Q1 2023 in Review
Catalyst Wealth Management increased its Xcel Energy (XEL) stake by 28% in Q1 2023, buying an estimated $166K and bringing the position to 11,155 shares worth $752K. The position accounts for 0.7% of the portfolio, ranked #58.
Catalyst Wealth Management first reported a position in XEL in Q4 2022 and has held it in 2 quarters since. 970 funds tracked by Wall St. Rank hold XEL as of Q1 2023.
- Catalyst Wealth Management held 11,155 shares of Xcel Energy worth $752K as of Q1 2023.
- Catalyst Wealth Management bought 2,467 Xcel Energy shares in Q1 2023, an estimated $166K.
- Xcel Energy made up 0.7% of Catalyst Wealth Management's portfolio in Q1 2023, its #58 holding.
- Catalyst Wealth Management first reported a position in Xcel Energy in Q4 2022 and has held it in 2 quarters since.
- 970 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.