Evoke Wealth’s Xcel Energy XEL Stock Holding History

Evoke Wealth’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	-2,863	Closed	-$202K	–	380
2022 Q4	$202K	Buy	2,863 +1,741	+155%	+$116K	0.01%	336
2022 Q3	$72K	Hold	1,122	–	–	﹤0.01%	469
2022 Q2	$80K	Hold	1,122	–	–	﹤0.01%	441
2022 Q1	$82K	Buy	1,122 +56	+5%	+$3.85K	﹤0.01%	454
2021 Q4	$73K	Buy	1,066 +6	+0.6%	+$391	﹤0.01%	486
2021 Q3	$66K	Sell	1,060 -30	-3%	-$2.03K	﹤0.01%	477
2021 Q2	$72K	Buy	1,090 +27	+3%	+$1.88K	﹤0.01%	484
2021 Q1	$71K	Hold	1,063	–	–	﹤0.01%	414
2020 Q4	$71K	Hold	1,063	–	–	﹤0.01%	330
2020 Q3	$74K	Sell	1,063 -1,063	-50%	-$72.5K	0.01%	317
2020 Q2	$134K	Buy	2,126 +1,060	+99%	+$66.8K	0.01%	239
2020 Q1	$64.7K	Sell	1,066 -77	-7%	-$5.02K	0.01%	313
2019 Q4	$73K	Hold	1,143	–	–	0.01%	353
2019 Q3	$74.6K	Buy	+1,143	New	+$71.2K	0.01%	414

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

Evoke Wealth's XEL Position: Q1 2023 in Review

Evoke Wealth sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 2,863 shares — an estimated $202K sold.

Evoke Wealth first reported a position in XEL in Q3 2019 and held it in 14 quarters. The position peaked at $202K in Q4 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

Evoke Wealth reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
Evoke Wealth sold 2,863 Xcel Energy shares in Q1 2023, an estimated $202K.
Evoke Wealth first reported a position in Xcel Energy in Q3 2019 and held it in 14 quarters.
Evoke Wealth's Xcel Energy position peaked at $202K in Q4 2022.
969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Evoke Wealth's 13F filing for Q1 2023, filed 8 May 2023.