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Financial Synergies Wealth Advisors’s Xcel Energy XEL Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q1 		– Sell
-15
Closed -$1.05K – 562
2023
Q4 		$1.05K Buy
+15
New +$900 ﹤0.01% 318
2023
Q2 		– Sell
-15
Closed -$1.01K – 541
2023
Q1 		$1.01K Hold
15
– – ﹤0.01% 374
2022
Q4 		$1.05K Hold
15
– – ﹤0.01% 318
2022
Q3 		$960 Hold
15
– – ﹤0.01% 303
2022
Q2 		$1.06K Buy
+15
New +$1.09K ﹤0.01% 303

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Synergies Wealth Advisors's XEL Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 15 shares — an estimated $1.05K sold.

Financial Synergies Wealth Advisors first reported a position in XEL in Q2 2022 and held it in 5 quarters. The position peaked at $1.06K in Q2 2022. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 15 Xcel Energy shares in Q1 2024, an estimated $1.05K.
  • Financial Synergies Wealth Advisors first reported a position in Xcel Energy in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's Xcel Energy position peaked at $1.06K in Q2 2022.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.