HFS
XEL icon

Heritage Financial Services’s Xcel Energy XEL Stock Holding History

Heritage 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
2022
Q3 		– Sell
-17
Closed -$1K – 501
2022
Q2 		$1K Buy
+17
New +$1.24K ﹤0.01% 499

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

Heritage Financial Services's XEL Position: Q3 2022 in Review

Heritage Financial Services sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in XEL in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

  • Heritage Financial Services reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 17 Xcel Energy shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Xcel Energy in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Xcel Energy position peaked at $1K in Q2 2022.
  • 937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.