Horan Securities’s Xcel Energy XEL Stock Holding History

Horan Securities’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 Q3	–	Sell	-235	Closed	-$14.6K	–	682
2023 Q2	$14.6K	Hold	235	–	–	0.01%	346
2023 Q1	$15.8K	Hold	235	–	–	0.01%	329
2022 Q4	$16.5K	Buy	235 +71	+43%	+$4.72K	0.01%	314
2022 Q3	$10K	Hold	164	–	–	0.01%	356
2022 Q2	$11K	Hold	164	–	–	0.01%	318
2022 Q1	$12K	Hold	164	–	–	0.01%	308
2021 Q4	$11K	Buy	+164	New	+$10.7K	0.01%	320
2021 Q2	$11K	Hold	164	–	–	0.01%	298
2021 Q1	$11K	Sell	164 -166	-50%	-$10.5K	0.01%	267
2020 Q4	$22K	Hold	330	–	–	0.02%	185
2020 Q3	$23K	Hold	330	–	–	0.02%	157
2020 Q2	$21K	Hold	330	–	–	0.02%	123
2020 Q1	$20K	Buy	+330	New	+$21.5K	0.03%	102
2019 Q4	–	Sell	-330	Closed	-$21K	–	233
2019 Q3	$21K	Hold	330	–	–	0.02%	121
2019 Q2	$20K	Buy	+330	New	+$19K	0.02%	123

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Horan Securities's XEL Position: Q3 2023 in Review

Horan Securities sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 235 shares — an estimated $14.6K sold.

Horan Securities first reported a position in XEL in Q2 2019 and held it in 15 quarters. The position peaked at $23K in Q3 2020. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Horan Securities reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 235 Xcel Energy shares in Q3 2023, an estimated $14.6K.
Horan Securities first reported a position in Xcel Energy in Q2 2019 and held it in 15 quarters.
Horan Securities's Xcel Energy position peaked at $23K in Q3 2020.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.