Laurel Wealth Advisors (California)’s Xcel Energy XEL Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$331K	Hold	4,728	–	–	0.03%	477
2022 Q3	$302K	Sell	4,728 -1,714	-27%	-$125K	0.03%	484
2022 Q2	$456K	Buy	6,442 +1,493	+30%	+$109K	0.05%	380
2022 Q1	$358K	Sell	4,949 -64	-1%	-$4.4K	0.03%	526
2021 Q4	$339K	Buy	5,013 +1,586	+46%	+$103K	0.03%	579
2021 Q3	$214K	Sell	3,427 -1,089	-24%	-$73.6K	0.04%	424
2021 Q2	$298K	Buy	4,516 +241	+6%	+$16.8K	0.04%	401
2021 Q1	$284K	Sell	4,275 -4	-0.1%	-$253	0.04%	369
2020 Q4	$286K	Sell	4,279 -198	-4%	-$13.8K	0.04%	347
2020 Q3	$309K	Hold	4,477	–	–	0.05%	292
2020 Q2	$280K	Hold	4,477	–	–	0.05%	300
2020 Q1	$270K	Sell	4,477 -4	-0.1%	-$261	0.06%	297
2019 Q4	$285K	Sell	4,481 -2,299	-34%	-$144K	0.05%	362
2019 Q3	$440K	Buy	6,780 +3,147	+87%	+$196K	0.08%	276
2019 Q2	$216K	Buy	3,633 +7	+0.2%	+$402	0.05%	375
2019 Q1	$204K	Buy	+3,626	New	+$193K	0.05%	367
2018 Q3	–	Sell	-5,364	Closed	-$245K	–	453
2018 Q2	$245K	Sell	5,364 -161	-3%	-$7.21K	0.07%	313
2018 Q1	$251K	Sell	5,525 -445	-7%	-$19.8K	0.08%	275
2017 Q4	$287K	Buy	+5,970	New	+$296K	0.08%	266

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XEL Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Xcel Energy (XEL) position steady in Q4 2022 at 4,728 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #477.

Laurel Wealth Advisors (California) first reported a position in XEL in Q4 2017 and has held it in 19 quarters since. The position peaked at $456K in Q2 2022. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

Laurel Wealth Advisors (California) held 4,728 shares of Xcel Energy worth $331K as of Q4 2022.
Laurel Wealth Advisors (California) left its Xcel Energy share count unchanged in Q4 2022.
Xcel Energy made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #477 holding.
Laurel Wealth Advisors (California) first reported a position in Xcel Energy in Q4 2017 and has held it in 19 quarters since.
Laurel Wealth Advisors (California)'s Xcel Energy position peaked at $456K in Q2 2022.
983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.