Eudaimonia Partners’s Xcel Energy XEL Stock Holding History

Eudaimonia Partners’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 Q1	–	Sell	-9,117	Closed	-$639K	–	388
2022 Q4	$639K	Sell	9,117 -6,624	-42%	-$441K	0.16%	150
2022 Q3	$1.01M	Buy	15,741 +8,527	+118%	+$621K	0.26%	100
2022 Q2	$510K	Hold	7,214	–	–	0.09%	213
2022 Q1	$521K	Buy	+7,214	New	+$496K	0.09%	232
2021 Q3	$455K	Buy	7,286 +26	+0.4%	+$1.76K	0.08%	242
2021 Q2	$478K	Buy	7,260 +38	+0.5%	+$2.65K	0.09%	234
2021 Q1	$480K	Sell	7,222 -11	-0.2%	-$695	0.1%	196
2020 Q4	$482K	Buy	7,233 +35	+0.5%	+$2.44K	0.11%	191
2020 Q3	$497K	Buy	7,198 +38	+0.5%	+$2.59K	0.13%	171
2020 Q2	$448K	Buy	7,160 +7	+0.1%	+$441	0.17%	136
2020 Q1	$431K	Hold	7,153	–	–	0.19%	130
2019 Q4	$454K	Buy	+7,153	New	+$447K	0.18%	135

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Eudaimonia Partners's XEL Position: Q1 2023 in Review

Eudaimonia Partners sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 9,117 shares — an estimated $639K sold.

Eudaimonia Partners first reported a position in XEL in Q4 2019 and held it in 12 quarters. The position peaked at $1.01M in Q3 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

Eudaimonia Partners reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
Eudaimonia Partners sold 9,117 Xcel Energy shares in Q1 2023, an estimated $639K.
Eudaimonia Partners first reported a position in Xcel Energy in Q4 2019 and held it in 12 quarters.
Eudaimonia Partners's Xcel Energy position peaked at $1.01M in Q3 2022.
969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Eudaimonia Partners's 13F filing for Q1 2023, filed 25 Apr 2023.