IronBridge Private Wealth’s Xcel Energy XEL Stock Holding History

IronBridge Private Wealth’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	-76	Closed	-$5K	–	303
2021 Q4	$5K	Hold	76	–	–	﹤0.01%	243
2021 Q3	$5K	Hold	76	–	–	﹤0.01%	217
2021 Q2	$5K	Hold	76	–	–	﹤0.01%	217
2021 Q1	$5K	Buy	+76	New	+$4.8K	﹤0.01%	217

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

IronBridge Private Wealth's XEL Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 76 shares — an estimated $5K sold.

IronBridge Private Wealth first reported a position in XEL in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

IronBridge Private Wealth reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 76 Xcel Energy shares in Q1 2022, an estimated $5K.
IronBridge Private Wealth first reported a position in Xcel Energy in Q1 2021 and held it in 4 quarters.
IronBridge Private Wealth's Xcel Energy position peaked at $5K in Q4 2021.
930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.