EA Series Trust’s Xcel Energy XEL Stock Holding History

EA Series Trust’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	$279K	Buy	+4,480	New	+$299K	0.01%	987

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

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

EA Series Trust's XEL Position: Q2 2023 in Review

EA Series Trust opened a new position in Xcel Energy (XEL) in Q2 2023: 4,480 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #987 among its holdings.

961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

EA Series Trust held 4,480 shares of Xcel Energy worth $279K as of Q2 2023.
Xcel Energy was a new EA Series Trust position in Q2 2023.
Xcel Energy made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #987 holding.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.