Patton Albertson Miller Group’s Xcel Energy XEL Stock Holding History

Patton Albertson Miller Group’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
2022 Q1	–	Sell	-4,155	Closed	-$281K	–	258
2021 Q4	$281K	Hold	4,155	–	–	0.05%	224
2021 Q3	$260K	Sell	4,155 -300	-7%	-$20.3K	0.05%	223
2021 Q2	$293K	Hold	4,455	–	–	0.07%	184
2021 Q1	$296K	Hold	4,455	–	–	0.07%	177
2020 Q4	$270K	Hold	4,455	–	–	0.06%	186
2020 Q3	$307K	Sell	4,455 -475	-10%	-$32.4K	0.09%	176
2020 Q2	$308K	Hold	4,930	–	–	0.09%	176
2020 Q1	$297K	Sell	4,930 -1,560	-24%	-$102K	0.1%	176
2019 Q4	$412K	Sell	6,490 -375	-5%	-$23.5K	0.11%	176
2019 Q3	$445K	Buy	6,865 +950	+16%	+$59.2K	0.13%	172
2019 Q2	$365K	Buy	+5,915	New	+$340K	0.11%	183

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Patton Albertson Miller Group's XEL Position: Q1 2022 in Review

Patton Albertson Miller Group sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 4,155 shares — an estimated $281K sold.

Patton Albertson Miller Group first reported a position in XEL in Q2 2019 and held it in 11 quarters. The position peaked at $445K in Q3 2019. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

Patton Albertson Miller Group reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
Patton Albertson Miller Group sold 4,155 Xcel Energy shares in Q1 2022, an estimated $281K.
Patton Albertson Miller Group first reported a position in Xcel Energy in Q2 2019 and held it in 11 quarters.
Patton Albertson Miller Group's Xcel Energy position peaked at $445K in Q3 2019.
930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Patton Albertson Miller Group's 13F filing for Q1 2022, filed 2 May 2022.