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Dougherty Wealth Advisers’s Xcel Energy XEL Stock Holding History

Dougherty Wealth Advisers’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
Q4 		– Sell
-15
Closed -$1K – 140
2022
Q3 		$1K Buy
+15
New +$1.09K ﹤0.01% 135
2019
Q3 		– Sell
-500
Closed -$30K – 222
2019
Q2 		$30K Buy
+500
New +$28.7K 0.08% 157
2019
Q1 		– Sell
-500
Closed -$27K – 223
2018
Q4 		$27K Buy
+500
New +$25.1K 0.09% 145

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
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dougherty Wealth Advisers's XEL Position: Q4 2022 in Review

Dougherty Wealth Advisers sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 15 shares — an estimated $1K sold.

Dougherty Wealth Advisers first reported a position in XEL in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2019. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

  • Dougherty Wealth Advisers reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 15 Xcel Energy shares in Q4 2022, an estimated $1K.
  • Dougherty Wealth Advisers first reported a position in Xcel Energy in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Xcel Energy position peaked at $30K in Q2 2019.
  • 983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2022, filed 19 Jan 2023.