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Ledge Wealth Management’s Xcel Energy XEL Stock Holding History

Ledge 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
2023
Q2 		– Sell
-2,983
Closed -$201K – 70
2023
Q1 		$201K Hold
2,983
– – 0.1% 66
2022
Q4 		$209K Buy
+2,983
New +$198K 0.1% 70
2022
Q3 		– Sell
-2,983
Closed -$211K – 72
2022
Q2 		$211K Sell
2,983
-100
-3% -$7.28K 0.13% 64
2022
Q1 		$223K Buy
+3,083
New +$212K 0.14% 67

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

Ledge Wealth Management's XEL Position: Q2 2023 in Review

Ledge Wealth Management sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 2,983 shares — an estimated $201K sold.

Ledge Wealth Management first reported a position in XEL in Q1 2022 and held it in 4 quarters. The position peaked at $223K in Q1 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

  • Ledge Wealth Management reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
  • Ledge Wealth Management sold 2,983 Xcel Energy shares in Q2 2023, an estimated $201K.
  • Ledge Wealth Management first reported a position in Xcel Energy in Q1 2022 and held it in 4 quarters.
  • Ledge Wealth Management's Xcel Energy position peaked at $223K in Q1 2022.
  • 961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Ledge Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.