My Personal CFO LLC’s Xcel Energy XEL Stock Holding History

My Personal CFO LLC’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	-62	Closed	-$4.35K	–	845
2022 Q4	$4.35K	Buy	+62	New	+$4.13K	﹤0.01%	384

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

My Personal CFO LLC's XEL Position: Q1 2023 in Review

My Personal CFO LLC sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 62 shares — an estimated $4.35K sold.

My Personal CFO LLC first reported a position in XEL in Q4 2022 and held it in 1 quarter. The position peaked at $4.35K in Q4 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

My Personal CFO LLC reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 62 Xcel Energy shares in Q1 2023, an estimated $4.35K.
My Personal CFO LLC first reported a position in Xcel Energy in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Xcel Energy position peaked at $4.35K in Q4 2022.
969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.