Endurance Wealth Management’s Xcel Energy XEL Stock Holding History

Endurance 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
2023 Q2	$76K	Hold	1,220	–	–	0.01%	299
2023 Q1	$82K	Hold	1,220	–	–	0.01%	294
2022 Q4	$86K	Hold	1,220	–	–	0.01%	272
2022 Q3	$78K	Hold	1,220	–	–	0.01%	272
2022 Q2	$86K	Hold	1,220	–	–	0.01%	275
2022 Q1	$88K	Hold	1,220	–	–	0.01%	296
2021 Q4	$83K	Sell	1,220 -750	-38%	-$48.9K	0.01%	306
2021 Q3	$123K	Hold	1,970	–	–	0.01%	255
2021 Q2	$129K	Hold	1,970	–	–	0.01%	260
2021 Q1	$131K	Hold	1,970	–	–	0.02%	259
2020 Q4	$131K	Hold	1,970	–	–	0.02%	235
2020 Q3	$136K	Hold	1,970	–	–	0.02%	219
2020 Q2	$123K	Hold	1,970	–	–	0.02%	222
2020 Q1	$119K	Hold	1,970	–	–	0.02%	211
2019 Q4	$125K	Hold	1,970	–	–	0.02%	211
2019 Q3	$128K	Buy	1,970 +470	+31%	+$29.3K	0.02%	205
2019 Q2	$89K	Hold	1,500	–	–	0.01%	230
2019 Q1	$84K	Hold	1,500	–	–	0.01%	231
2018 Q4	$74K	Hold	1,500	–	–	0.01%	229
2018 Q3	$71K	Hold	1,500	–	–	0.01%	245
2018 Q2	$69K	Hold	1,500	–	–	0.01%	248
2018 Q1	$68K	Hold	1,500	–	–	0.01%	253
2017 Q4	$72K	Hold	1,500	–	–	0.01%	243
2017 Q3	$71K	Hold	1,500	–	–	0.01%	244
2017 Q2	$69K	Hold	1,500	–	–	0.01%	247
2017 Q1	$67K	Hold	1,500	–	–	0.01%	246
2016 Q4	$61K	Hold	1,500	–	–	0.01%	248
2016 Q3	$60K	Hold	1,500	–	–	0.01%	255
2016 Q2	$67K	Hold	1,500	–	–	0.01%	244
2016 Q1	$63	Hold	1,500	–	–	0.01%	244
2015 Q4	$54K	Hold	1,500	–	–	0.01%	250
2015 Q3	$54K	Hold	1,500	–	–	0.01%	261
2015 Q2	$48K	Buy	+1,500	New	+$50.5K	0.01%	279

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Endurance Wealth Management's XEL Position: Q2 2023 in Review

Endurance Wealth Management held its Xcel Energy (XEL) position steady in Q2 2023 at 1,220 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #299.

Endurance Wealth Management first reported a position in XEL in Q2 2015 and has held it in 33 quarters since. The position peaked at $136K in Q3 2020. 962 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Endurance Wealth Management held 1,220 shares of Xcel Energy worth $76K as of Q2 2023.
Endurance Wealth Management left its Xcel Energy share count unchanged in Q2 2023.
Xcel Energy made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #299 holding.
Endurance Wealth Management first reported a position in Xcel Energy in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Xcel Energy position peaked at $136K in Q3 2020.
962 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.