KerberRose Wealth Management’s Xcel Energy XEL Stock Holding History

KerberRose 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
2022 Q2	$418K	Buy	+5,911	New	+$430K	0.34%	58

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MAM

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

KerberRose Wealth Management's XEL Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Xcel Energy (XEL) in Q2 2022: 5,911 shares worth $418K. The stake represents 0.34% of the portfolio and ranks #58 among its holdings.

943 funds tracked by Wall St. Rank hold XEL as of Q2 2022.

KerberRose Wealth Management held 5,911 shares of Xcel Energy worth $418K as of Q2 2022.
Xcel Energy was a new KerberRose Wealth Management position in Q2 2022.
Xcel Energy made up 0.34% of KerberRose Wealth Management's portfolio in Q2 2022, its #58 holding.
943 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.