Elmwood Wealth Management’s Xcel Energy XEL Stock Holding History

Elmwood 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 Q1	–	Sell	-200	Closed	-$14K	–	342
2021 Q4	$14K	Buy	+200	New	+$13K	0.01%	271
2021 Q2	$13K	Hold	200	–	–	0.01%	247
2021 Q1	$13K	Buy	+200	New	+$12.6K	0.01%	237
2020 Q3	$13K	Hold	200	–	–	0.01%	180
2020 Q2	$13K	Hold	200	–	–	0.01%	180
2020 Q1	$9.1K	Buy	+200	New	+$13K	0.01%	197
2019 Q4	–	Sell	-200	Closed	-$13K	–	252
2019 Q3	$13K	Hold	200	–	–	0.01%	168
2019 Q2	$12K	Hold	200	–	–	0.01%	186
2019 Q1	$11K	Hold	200	–	–	0.01%	187
2018 Q4	$10K	Hold	200	–	–	0.01%	194
2018 Q3	$9.44K	Sell	200 -200	-50%	-$9.44K	0.01%	203
2018 Q2	$18.2K	Buy	400 +200	+100%	+$8.96K	0.02%	172
2018 Q1	$9.1K	Buy	+200	New	+$8.91K	0.01%	197

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Elmwood Wealth Management's XEL Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 200 shares — an estimated $14K sold.

Elmwood Wealth Management first reported a position in XEL in Q1 2018 and held it in 13 quarters. The position peaked at $18.2K in Q2 2018. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

Elmwood Wealth Management reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 200 Xcel Energy shares in Q1 2022, an estimated $14K.
Elmwood Wealth Management first reported a position in Xcel Energy in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Xcel Energy position peaked at $18.2K in Q2 2018.
930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.