FourThought Financial’s Xcel Energy XEL Stock Holding History

FourThought Financial’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 Q3	$1.62M	Sell	25,332 -6,143	-20%	-$447K	0.24%	88
2022 Q2	$2.23M	Sell	31,475 -75,324	-71%	-$5.48M	0.33%	75
2022 Q1	$7.74M	Buy	106,799 +6,718	+7%	+$462K	0.98%	28
2021 Q4	$6.78M	Buy	100,081 +24,222	+32%	+$1.58M	0.85%	35
2021 Q3	$4.74M	Buy	75,859 +33,100	+77%	+$2.24M	0.63%	41
2021 Q2	$2.82M	Buy	42,759 +18,124	+74%	+$1.26M	0.38%	62
2021 Q1	$1.64M	Buy	24,635 +16,141	+190%	+$1.02M	0.24%	82
2020 Q4	$566K	Buy	+8,494	New	+$592K	0.09%	176

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

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

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

FourThought Financial's XEL Position: Q3 2022 in Review

FourThought Financial reduced its Xcel Energy (XEL) stake by 20% in Q3 2022, selling an estimated $447K and leaving 25,332 shares worth $1.62M. The position accounts for 0.24% of the portfolio, ranked #88.

FourThought Financial first reported a position in XEL in Q4 2020 and has held it in 8 quarters since. The position peaked at $7.74M in Q1 2022. 938 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

FourThought Financial held 25,332 shares of Xcel Energy worth $1.62M as of Q3 2022.
FourThought Financial sold 6,143 Xcel Energy shares in Q3 2022, an estimated $447K.
Xcel Energy made up 0.24% of FourThought Financial's portfolio in Q3 2022, its #88 holding.
FourThought Financial first reported a position in Xcel Energy in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Xcel Energy position peaked at $7.74M in Q1 2022.
938 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.