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

First Personal 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
Q4 		– Sell
-29
Closed -$1.66K – 407
2023
Q3 		$1.66K Hold
29
– – ﹤0.01% 367
2023
Q2 		$1.8K Buy
+29
New +$1.94K ﹤0.01% 364
2020
Q4 		– Sell
-1,395
Closed -$96K – 323
2020
Q3 		$96K Hold
1,395
– – 0.03% 145
2020
Q2 		$87K Sell
1,395
-687
-33% -$43.3K 0.03% 151
2020
Q1 		$126K Buy
2,082
+1,556
+296% +$101K 0.05% 132
2019
Q4 		$33K Hold
526
– – 0.01% 221
2019
Q3 		$34K Hold
526
– – 0.01% 284
2019
Q2 		$31K Buy
526
+26
+5% +$1.5K 0.01% 353
2019
Q1 		$28K Hold
500
– – 0.01% 355
2018
Q4 		$25K Hold
500
– – 0.01% 351
2018
Q3 		$24K Hold
500
– – 0.01% 387
2018
Q2 		$23K Sell
500
-305
-38% -$13.7K 0.01% 378
2018
Q1 		$37K Hold
805
– – 0.01% 498
2017
Q4 		$39K Sell
805
-400
-33% -$19.9K 0.01% 528
2017
Q3 		$57K Hold
1,205
– – 0.01% 400
2017
Q2 		$55K Hold
1,205
– – 0.01% 402
2017
Q1 		$54K Buy
1,205
+900
+295% +$38.1K 0.01% 379
2016
Q4 		$12K Hold
305
– – ﹤0.01% 677
2016
Q3 		$13K Sell
305
-47
-13% -$2.01K ﹤0.01% 526
2016
Q2 		$16K Buy
+352
New +$14.6K 0.01% 462
2016
Q1 		– Sell
-1,830
Closed -$66K – 407
2015
Q4 		$66K Hold
1,830
– – 0.04% 163
2015
Q3 		$65K Hold
1,830
– – 0.04% 156
2015
Q2 		$59K Hold
1,830
– – 0.04% 158
2015
Q1 		$64K Hold
1,830
– – 0.04% 156
2014
Q4 		$65K Buy
+1,830
New +$61.4K 0.04% 148

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Personal Financial Services's XEL Position: Q4 2023 in Review

First Personal Financial Services sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 29 shares — an estimated $1.66K sold.

First Personal Financial Services first reported a position in XEL in Q4 2014 and held it in 25 quarters. The position peaked at $126K in Q1 2020. 1,018 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • First Personal Financial Services reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • First Personal Financial Services sold 29 Xcel Energy shares in Q4 2023, an estimated $1.66K.
  • First Personal Financial Services first reported a position in Xcel Energy in Q4 2014 and held it in 25 quarters.
  • First Personal Financial Services's Xcel Energy position peaked at $126K in Q1 2020.
  • 1,018 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on First Personal Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.