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Independent Solutions Wealth Management’s Xcel Energy XEL Stock Holding History

Independent Solutions Wealth Management’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
-4,907
Closed -$305K – 229
2023
Q2 		$305K Sell
4,907
-1,296
-21% -$86.5K 0.08% 166
2023
Q1 		$418K Sell
6,203
-645
-9% -$43.5K 0.12% 130
2022
Q4 		$480K Sell
6,848
-86
-1% -$5.72K 0.15% 126
2022
Q3 		$444K Buy
6,934
+2,000
+41% +$146K 0.15% 124
2022
Q2 		$349K Buy
+4,934
New +$359K 0.11% 144

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Independent Solutions Wealth Management's XEL Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 4,907 shares — an estimated $305K sold.

Independent Solutions Wealth Management first reported a position in XEL in Q2 2022 and held it in 5 quarters. The position peaked at $480K in Q4 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 4,907 Xcel Energy shares in Q3 2023, an estimated $305K.
  • Independent Solutions Wealth Management first reported a position in Xcel Energy in Q2 2022 and held it in 5 quarters.
  • Independent Solutions Wealth Management's Xcel Energy position peaked at $480K in Q4 2022.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.