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Freedom Wealth Alliance’s Xcel Energy XEL Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-244
Closed -$17.1K – 449
2022
Q4 		$17.1K Buy
+244
New +$16.2K 0.02% 225

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Freedom Wealth Alliance's XEL Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 244 shares — an estimated $17.1K sold.

Freedom Wealth Alliance first reported a position in XEL in Q4 2022 and held it in 1 quarter. The position peaked at $17.1K in Q4 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 244 Xcel Energy shares in Q1 2023, an estimated $17.1K.
  • Freedom Wealth Alliance first reported a position in Xcel Energy in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Xcel Energy position peaked at $17.1K in Q4 2022.
  • 969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.