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Financial Planning & Information Services’s Xcel Energy XEL Stock Holding History

Financial Planning & Information Services’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
Q4 		– Sell
-3,376
Closed -$216K – 86
2022
Q3 		$216K Buy
+3,376
New +$246K 0.05% 75

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Financial Planning & Information Services's XEL Position: Q4 2022 in Review

Financial Planning & Information Services sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 3,376 shares — an estimated $216K sold.

Financial Planning & Information Services first reported a position in XEL in Q3 2022 and held it in 1 quarter. The position peaked at $216K in Q3 2022. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

  • Financial Planning & Information Services reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
  • Financial Planning & Information Services sold 3,376 Xcel Energy shares in Q4 2022, an estimated $216K.
  • Financial Planning & Information Services first reported a position in Xcel Energy in Q3 2022 and held it in 1 quarter.
  • Financial Planning & Information Services's Xcel Energy position peaked at $216K in Q3 2022.
  • 983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Financial Planning & Information Services's 13F filing for Q4 2022, filed 13 Feb 2023.