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Laurel Wealth Planning’s Xcel Energy XEL Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-1,000
Closed -$70.1K – 210
2022
Q4 		$70.1K Hold
1,000
– – 0.05% 96
2022
Q3 		$64K Sell
1,000
-37
-4% -$2.69K 0.05% 92
2022
Q2 		$73K Buy
1,037
+37
+4% +$2.69K 0.05% 93
2022
Q1 		$72K Buy
+1,000
New +$68.7K 0.05% 110

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laurel Wealth Planning's XEL Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 1,000 shares — an estimated $70.1K sold.

Laurel Wealth Planning first reported a position in XEL in Q1 2022 and held it in 4 quarters. The position peaked at $73K in Q2 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 1,000 Xcel Energy shares in Q1 2023, an estimated $70.1K.
  • Laurel Wealth Planning first reported a position in Xcel Energy in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Xcel Energy position peaked at $73K in Q2 2022.
  • 969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.