Doyle Wealth Management’s Xcel Energy XEL Stock Holding History

Doyle Wealth Management’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 Q3	–	Sell	-2,910	Closed	-$206K	–	214
2022 Q2	$206K	Sell	2,910 -357	-11%	-$26K	0.02%	201
2022 Q1	$236K	Sell	3,267 -400	-11%	-$27.5K	0.02%	219
2021 Q4	$248K	Buy	3,667 +357	+11%	+$23.3K	0.02%	204
2021 Q3	$207K	Hold	3,310	–	–	0.02%	216
2021 Q2	$218K	Hold	3,310	–	–	0.02%	208
2021 Q1	$220K	Hold	3,310	–	–	0.02%	201
2020 Q4	$221K	Hold	3,310	–	–	0.02%	194
2020 Q3	$228K	Hold	3,310	–	–	0.03%	168
2020 Q2	$207K	Buy	+3,310	New	+$209K	0.03%	172
2019 Q3	–	Sell	-2,910	Closed	-$173K	–	778
2019 Q2	$173K	Buy	+2,910	New	+$167K	0.02%	205
2019 Q1	–	Sell	-2,130	Closed	-$105K	–	769
2018 Q4	$105K	Buy	+2,130	New	+$107K	0.02%	242

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Doyle Wealth Management's XEL Position: Q3 2022 in Review

Doyle Wealth Management sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 2,910 shares — an estimated $206K sold.

Doyle Wealth Management first reported a position in XEL in Q4 2018 and held it in 11 quarters. The position peaked at $248K in Q4 2021. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

Doyle Wealth Management reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
Doyle Wealth Management sold 2,910 Xcel Energy shares in Q3 2022, an estimated $206K.
Doyle Wealth Management first reported a position in Xcel Energy in Q4 2018 and held it in 11 quarters.
Doyle Wealth Management's Xcel Energy position peaked at $248K in Q4 2021.
937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.