DB Wealth Management Group’s Xcel Energy XEL Stock Holding History

DB Wealth Management Group’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 Q4	$18.8K	Hold	304	–	–	0.01%	238
2023 Q3	$17.4K	Hold	304	–	–	0.01%	239
2023 Q2	$18.9K	Hold	304	–	–	0.01%	232
2023 Q1	$20.5K	Hold	304	–	–	0.01%	230
2022 Q4	$21.3K	Hold	304	–	–	0.01%	220
2022 Q3	$19K	Hold	304	–	–	0.01%	237
2022 Q2	$22K	Hold	304	–	–	0.02%	229
2022 Q1	$22K	Buy	+304	New	+$20.9K	0.01%	251

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

DB Wealth Management Group's XEL Position: Q4 2023 in Review

DB Wealth Management Group held its Xcel Energy (XEL) position steady in Q4 2023 at 304 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #238.

DB Wealth Management Group first reported a position in XEL in Q1 2022 and has held it in 8 quarters since. The position peaked at $22K in Q2 2022. 1,017 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

DB Wealth Management Group held 304 shares of Xcel Energy worth $18.8K as of Q4 2023.
DB Wealth Management Group left its Xcel Energy share count unchanged in Q4 2023.
Xcel Energy made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #238 holding.
DB Wealth Management Group first reported a position in Xcel Energy in Q1 2022 and has held it in 8 quarters since.
DB Wealth Management Group's Xcel Energy position peaked at $22K in Q2 2022.
1,017 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.