CFM Wealth Partners’s Xcel Energy XEL Stock Holding History

CFM Wealth Partners’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	-6,300	Closed	-$392K	–	165
2023 Q2	$392K	Hold	6,300	–	–	0.1%	129
2023 Q1	$425K	Hold	6,300	–	–	0.11%	117
2022 Q4	$442K	Hold	6,300	–	–	0.13%	118
2022 Q3	$403K	Hold	6,300	–	–	0.13%	113
2022 Q2	$446K	Hold	6,300	–	–	0.13%	113
2022 Q1	$455K	Hold	6,300	–	–	0.11%	118
2021 Q4	$428K	Hold	6,300	–	–	0.1%	122
2021 Q3	$393K	Hold	6,300	–	–	0.1%	124
2021 Q2	$415K	Hold	6,300	–	–	0.11%	113
2021 Q1	$419K	Hold	6,300	–	–	0.13%	107
2020 Q4	$420K	Hold	6,300	–	–	0.13%	98
2020 Q3	$434K	Hold	6,300	–	–	0.16%	92
2020 Q2	$393K	Hold	6,300	–	–	0.15%	95
2020 Q1	$380K	Hold	6,300	–	–	0.18%	88
2019 Q4	$410K	Buy	+6,300	New	+$394K	0.15%	101

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

CFM Wealth Partners's XEL Position: Q3 2023 in Review

CFM Wealth Partners sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 6,300 shares — an estimated $392K sold.

CFM Wealth Partners first reported a position in XEL in Q4 2019 and held it in 15 quarters. The position peaked at $455K in Q1 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

CFM Wealth Partners reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
CFM Wealth Partners sold 6,300 Xcel Energy shares in Q3 2023, an estimated $392K.
CFM Wealth Partners first reported a position in Xcel Energy in Q4 2019 and held it in 15 quarters.
CFM Wealth Partners's Xcel Energy position peaked at $455K in Q1 2022.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on CFM Wealth Partners's 13F filing for Q3 2023, filed 11 Oct 2023.