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Peak Financial Advisors’s Xcel Energy XEL Stock Holding History

Peak 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
-34,766
Closed -$2.16M – 76
2023
Q2 		$2.16M Buy
34,766
+3,805
+12% +$254K 1.7% 20
2023
Q1 		$2.09M Sell
30,961
-1,375
-4% -$92.8K 1.76% 16
2022
Q4 		$2.27M Buy
32,336
+7,855
+32% +$523K 2.07% 14
2022
Q3 		$1.57M Buy
24,481
+1,017
+4% +$74K 1.93% 21
2022
Q2 		$1.66M Buy
+23,464
New +$1.71M 1.64% 20

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 $298B AUM 21.96% 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

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

Peak Financial Advisors sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 34,766 shares — an estimated $2.16M sold.

Peak Financial Advisors first reported a position in XEL in Q2 2022 and held it in 5 quarters. The position peaked at $2.27M in Q4 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Peak Financial Advisors reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 34,766 Xcel Energy shares in Q3 2023, an estimated $2.16M.
  • Peak Financial Advisors first reported a position in Xcel Energy in Q2 2022 and held it in 5 quarters.
  • Peak Financial Advisors's Xcel Energy position peaked at $2.27M in Q4 2022.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.