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DFPG Investments’s Xcel Energy XEL Stock Holding History

DFPG Investments’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
Q2 		– Sell
-4,927
Closed -$332K – 603
2023
Q1 		$332K Buy
+4,927
New +$332K 0.04% 408
2020
Q4 		– Sell
-3,017
Closed -$217K – 192
2020
Q3 		$217K Buy
+3,017
New +$206K 0.12% 151

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DFPG Investments's XEL Position: Q2 2023 in Review

DFPG Investments sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 4,927 shares — an estimated $332K sold.

DFPG Investments first reported a position in XEL in Q3 2020 and held it in 2 quarters. The position peaked at $332K in Q1 2023. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

  • DFPG Investments reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
  • DFPG Investments sold 4,927 Xcel Energy shares in Q2 2023, an estimated $332K.
  • DFPG Investments first reported a position in Xcel Energy in Q3 2020 and held it in 2 quarters.
  • DFPG Investments's Xcel Energy position peaked at $332K in Q1 2023.
  • 961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on DFPG Investments's 13F filing for Q2 2023, filed 24 Jul 2023.