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Disciplined Investments’s Xcel Energy XEL Stock Holding History

Disciplined 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
Q3 		– Sell
-35
Closed -$2.18K – 1579
2023
Q2 		$2.18K Buy
35
+1
+3% +$67 ﹤0.01% 632
2023
Q1 		$2.29K Sell
34
-1
-3% -$67 ﹤0.01% 618
2022
Q4 		$2.45K Sell
35
-8
-19% -$532 ﹤0.01% 558
2022
Q3 		$3K Buy
43
+5
+13% +$364 ﹤0.01% 559
2022
Q2 		$3K Buy
38
+5
+15% +$364 ﹤0.01% 585
2022
Q1 		$2K Buy
+33
New +$2.27K ﹤0.01% 821

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Disciplined Investments's XEL Position: Q3 2023 in Review

Disciplined Investments sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 35 shares — an estimated $2.18K sold.

Disciplined Investments first reported a position in XEL in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Disciplined Investments reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 35 Xcel Energy shares in Q3 2023, an estimated $2.18K.
  • Disciplined Investments first reported a position in Xcel Energy in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Xcel Energy position peaked at $3K in Q3 2022.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.