Curi Wealth Management’s Xcel Energy XEL Stock Holding History

Curi Wealth Management’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	-133	Closed	-$9K	–	712
2022 Q2	$9K	Buy	133 +100	+303%	+$7.28K	﹤0.01%	393
2022 Q1	$2K	Hold	33	–	–	﹤0.01%	464
2021 Q4	$2K	Buy	+33	New	+$2.15K	﹤0.01%	428
2021 Q1	–	Sell	-33	Closed	-$2K	–	500
2020 Q4	$2K	Buy	+33	New	+$2.3K	﹤0.01%	347

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MAM

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

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

Curi Wealth Management's XEL Position: Q3 2022 in Review

Curi Wealth Management sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 133 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in XEL in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2022. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

Curi Wealth Management reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 133 Xcel Energy shares in Q3 2022, an estimated $9K.
Curi Wealth Management first reported a position in Xcel Energy in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Xcel Energy position peaked at $9K in Q2 2022.
937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.