MinichMacGregor Wealth Management’s Xcel Energy XEL Stock Holding History

MinichMacGregor 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 Q1	–	Sell	-150	Closed	-$10.5K	–	669
2022 Q4	$10.5K	Buy	+150	New	+$9.98K	﹤0.01%	405
2018 Q4	–	Sell	-300	Closed	-$14K	–	535
2018 Q3	$14K	Sell	300 -36	-11%	-$1.7K	0.01%	278
2018 Q2	$15K	Hold	336	–	–	0.01%	250
2018 Q1	$15K	Hold	336	–	–	0.01%	246
2017 Q4	$16K	Hold	336	–	–	0.01%	233
2017 Q3	$15K	Hold	336	–	–	0.01%	234
2017 Q2	$15K	Hold	336	–	–	0.01%	227
2017 Q1	$14K	Hold	336	–	–	0.01%	232
2016 Q4	$13K	Hold	336	–	–	0.01%	229
2016 Q3	$13K	Hold	336	–	–	0.01%	237
2016 Q2	$15K	Hold	336	–	–	0.01%	206
2016 Q1	$14K	Buy	336 +36	+12%	+$1.4K	0.01%	210
2015 Q4	$10K	Buy	+300	New	+$10.7K	0.01%	234

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

MinichMacGregor Wealth Management's XEL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 150 shares — an estimated $10.5K sold.

MinichMacGregor Wealth Management first reported a position in XEL in Q4 2015 and held it in 13 quarters. The position peaked at $16K in Q4 2017. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 150 Xcel Energy shares in Q1 2023, an estimated $10.5K.
MinichMacGregor Wealth Management first reported a position in Xcel Energy in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Xcel Energy position peaked at $16K in Q4 2017.
969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.