Gibson Wealth Advisors’s Xcel Energy XEL Stock Holding History

Gibson Wealth Advisors’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 Q4	$5.77M	Buy	86,751 +85,374	+6,200%	+$5.68M	0.11%	45
2022 Q3	$88K	Hold	1,377	–	–	0.1%	41
2022 Q2	$97K	Hold	1,377	–	–	0.11%	36
2022 Q1	$99K	Buy	1,377 +1,048	+319%	+$72K	0.1%	37
2021 Q4	$22K	Buy	+329	New	+$21.4K	0.02%	65

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

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

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

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

Gibson Wealth Advisors's XEL Position: Q4 2022 in Review

Gibson Wealth Advisors increased its Xcel Energy (XEL) stake by 6,200% in Q4 2022, buying an estimated $5.68M and bringing the position to 86,751 shares worth $5.77M. The position accounts for 0.11% of the portfolio, ranked #45.

Gibson Wealth Advisors first reported a position in XEL in Q4 2021 and has held it in 5 quarters since. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

Gibson Wealth Advisors held 86,751 shares of Xcel Energy worth $5.77M as of Q4 2022.
Gibson Wealth Advisors bought 85,374 Xcel Energy shares in Q4 2022, an estimated $5.68M.
Xcel Energy made up 0.11% of Gibson Wealth Advisors's portfolio in Q4 2022, its #45 holding.
Gibson Wealth Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 5 quarters since.
983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.