Jenkins Wealth’s Xcel Energy XEL Stock Holding History

Jenkins 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
2021 Q4	$655K	Buy	+9,866	New	+$643K	0.21%	24

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Jenkins Wealth's XEL Position: Q4 2021 in Review

Jenkins Wealth opened a new position in Xcel Energy (XEL) in Q4 2021: 9,866 shares worth $655K. The stake represents 0.21% of the portfolio and ranks #24 among its holdings.

910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

Jenkins Wealth held 9,866 shares of Xcel Energy worth $655K as of Q4 2021.
Xcel Energy was a new Jenkins Wealth position in Q4 2021.
Xcel Energy made up 0.21% of Jenkins Wealth's portfolio in Q4 2021, its #24 holding.
910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Jenkins Wealth's 13F filing for Q4 2021, filed 16 Feb 2022.