First Capital Advisors Group’s Xcel Energy XEL Stock Holding History

First Capital Advisors Group’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 Q2	$2.49K	Buy	+40	New	+$2.67K	﹤0.01%	778
2018 Q2	–	Sell	-7	Closed	–	–	784
2018 Q1	$0	Buy	+7	New	+$312	﹤0.01%	895

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Capital Advisors Group's XEL Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Xcel Energy (XEL) in Q2 2023: 40 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in XEL as recently as Q1 2018.

First Capital Advisors Group first reported a position in XEL in Q1 2018 and has held it in 2 quarters since. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

First Capital Advisors Group held 40 shares of Xcel Energy worth $2.49K as of Q2 2023.
Xcel Energy was a new First Capital Advisors Group position in Q2 2023.
Xcel Energy made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #778 holding.
First Capital Advisors Group first reported a position in Xcel Energy in Q1 2018 and has held it in 2 quarters since.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.