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Dixon Hughes Goodman Wealth Advisors’s Xcel Energy XEL Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$174K Buy
2,411
+333
+16% +$22.9K 0.05% 185
2021
Q4 		$141K Buy
+2,078
New +$135K 0.05% 178

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's XEL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Xcel Energy (XEL) stake by 16% in Q1 2022, buying an estimated $22.9K and bringing the position to 2,411 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #185.

Dixon Hughes Goodman Wealth Advisors first reported a position in XEL in Q4 2021 and has held it in 2 quarters since. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,411 shares of Xcel Energy worth $174K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 333 Xcel Energy shares in Q1 2022, an estimated $22.9K.
  • Xcel Energy made up 0.05% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #185 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 2 quarters since.
  • 930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.