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Investmark Advisory Group’s Xcel Energy XEL Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-250
Closed -$16K – 363
2021
Q4 		$16K Buy
+250
New +$16.3K 0.02% 241

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Investmark Advisory Group's XEL Position: Q1 2022 in Review

Investmark Advisory Group sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 250 shares — an estimated $16K sold.

Investmark Advisory Group first reported a position in XEL in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

  • Investmark Advisory Group reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 250 Xcel Energy shares in Q1 2022, an estimated $16K.
  • Investmark Advisory Group first reported a position in Xcel Energy in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Xcel Energy position peaked at $16K in Q4 2021.
  • 930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.