Financial Avengers’s Xcel Energy XEL Stock Holding History

Financial Avengers’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 Q2	–	Sell	-1	Closed	–	–	159
2022 Q1	$0	Sell	1 -110	-99%	-$7.56K	﹤0.01%	164
2021 Q4	$8K	Buy	111 +1	+0.9%	+$65	﹤0.01%	128
2021 Q3	$7K	Buy	110 +1	+0.9%	+$68	﹤0.01%	130
2021 Q2	$7K	Hold	109	–	–	﹤0.01%	133
2021 Q1	$7K	Buy	109 +1	+0.9%	+$63	0.01%	132
2020 Q4	$7K	Buy	+108	New	+$7.53K	0.01%	134

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 Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Financial Avengers's XEL Position: Q2 2022 in Review

Financial Avengers sold out of Xcel Energy (XEL) in Q2 2022, closing a stake of 1 share.

Financial Avengers first reported a position in XEL in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 942 funds tracked by Wall St. Rank hold XEL as of Q2 2022.

Financial Avengers reported no remaining Xcel Energy position as of Q2 2022 after selling out during the quarter.
Financial Avengers sold 1 Xcel Energy share in Q2 2022.
Financial Avengers first reported a position in Xcel Energy in Q4 2020 and held it in 6 quarters.
Financial Avengers's Xcel Energy position peaked at $8K in Q4 2021.
942 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2022.

Based on Financial Avengers's 13F filing for Q2 2022, filed 16 Aug 2022.