First Command Financial Services’s Xcel Energy XEL Stock Holding History

First Command Financial 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
2023 Q2	$14K	Buy	+225	New	+$15K	﹤0.01%	328
2022 Q4	–	Sell	-300	Closed	-$19K	–	423
2022 Q3	$19K	Hold	300	–	–	﹤0.01%	292
2022 Q2	$21K	Hold	300	–	–	﹤0.01%	288
2022 Q1	$22K	Buy	+300	New	+$20.6K	﹤0.01%	299
2021 Q4	–	Sell	-1,487	Closed	-$93K	–	496
2021 Q3	$93K	Buy	+1,487	New	+$100K	0.02%	201
2019 Q4	–	Sell	-294	Closed	-$19K	–	392
2019 Q3	$19K	Hold	294	–	–	0.01%	275
2019 Q2	$17K	Sell	294 -368	-56%	-$21.2K	0.01%	297
2019 Q1	$37K	Sell	662 -4,634	-88%	-$246K	0.02%	226
2018 Q4	$261K	Buy	5,296 +4,634	+700%	+$232K	0.13%	92
2018 Q3	$31K	Sell	662 -131	-17%	-$6.18K	0.01%	245
2018 Q2	$36K	Hold	793	–	–	0.01%	237
2018 Q1	$36K	Buy	793 +368	+87%	+$16.4K	﹤0.01%	240
2017 Q4	$20K	Hold	425	–	–	0.01%	291
2017 Q3	$20K	Buy	425 +131	+45%	+$6.29K	0.01%	287
2017 Q2	$13K	Sell	294 -350	-54%	-$16.1K	0.01%	331
2017 Q1	$29K	Hold	644	–	–	0.02%	247
2016 Q4	$26K	Buy	+644	New	+$25.8K	0.02%	254

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 Command Financial Services's XEL Position: Q2 2023 in Review

First Command Financial Services opened a new position in Xcel Energy (XEL) in Q2 2023: 225 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: First Command Financial Services previously reported a position in XEL as recently as Q3 2022.

First Command Financial Services first reported a position in XEL in Q4 2016 and has held it in 17 quarters since. The position peaked at $261K in Q4 2018. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

First Command Financial Services held 225 shares of Xcel Energy worth $14K as of Q2 2023.
Xcel Energy was a new First Command Financial Services position in Q2 2023.
Xcel Energy made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #328 holding.
First Command Financial Services first reported a position in Xcel Energy in Q4 2016 and has held it in 17 quarters since.
First Command Financial Services's Xcel Energy position peaked at $261K in Q4 2018.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.