MFA
XEL icon

McClarren Financial Advisors’s Xcel Energy XEL Stock Holding History

McClarren Financial Advisors’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
Q3 		– Sell
-3,386
Closed -$210K – 411
2023
Q2 		$210K Buy
3,386
+25
+0.7% +$1.67K 0.17% 63
2023
Q1 		$226K Buy
3,361
+24
+0.7% +$1.62K 0.21% 61
2022
Q4 		$233K Buy
3,337
+27
+0.8% +$1.8K 0.22% 61
2022
Q3 		$211K Buy
3,310
+23
+0.7% +$1.67K 0.21% 61
2022
Q2 		$232K Buy
3,287
+21
+0.6% +$1.53K 0.74% 27
2022
Q1 		$235K Buy
3,266
+21
+0.6% +$1.44K 0.17% 56
2021
Q4 		$220K Buy
3,245
+24
+0.7% +$1.56K 0.15% 61
2021
Q3 		$201K Buy
3,221
+21
+0.7% +$1.42K 0.16% 53
2021
Q2 		$210K Sell
3,200
-45
-1% -$3.13K 0.17% 49
2021
Q1 		$216K Buy
3,245
+21
+0.7% +$1.33K 0.19% 47
2020
Q4 		$214K Buy
+3,224
New +$225K 0.21% 43

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $315B AUM 27.84% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

McClarren Financial Advisors's XEL Position: Q3 2023 in Review

McClarren Financial Advisors sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 3,386 shares — an estimated $210K sold.

McClarren Financial Advisors first reported a position in XEL in Q4 2020 and held it in 11 quarters. The position peaked at $235K in Q1 2022. 927 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • McClarren Financial Advisors reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 3,386 Xcel Energy shares in Q3 2023, an estimated $210K.
  • McClarren Financial Advisors first reported a position in Xcel Energy in Q4 2020 and held it in 11 quarters.
  • McClarren Financial Advisors's Xcel Energy position peaked at $235K in Q1 2022.
  • 927 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.