Claraphi Advisory Network’s Xcel Energy XEL Stock Holding History

Claraphi Advisory Network’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 Q3	–	Sell	-7,069	Closed	-$500K	–	300
2022 Q2	$500K	Buy	+7,069	New	+$514K	0.18%	138

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Claraphi Advisory Network's XEL Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 7,069 shares — an estimated $500K sold.

Claraphi Advisory Network first reported a position in XEL in Q2 2022 and held it in 1 quarter. The position peaked at $500K in Q2 2022. 938 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

Claraphi Advisory Network reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 7,069 Xcel Energy shares in Q3 2022, an estimated $500K.
Claraphi Advisory Network first reported a position in Xcel Energy in Q2 2022 and held it in 1 quarter.
Claraphi Advisory Network's Xcel Energy position peaked at $500K in Q2 2022.
938 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.