Personal Capital Advisors’s Xcel Energy XEL Stock Holding History

Personal Capital 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
2022 Q4	$14.4M	Buy	205,233 +2,465	+1%	+$164K	0.07%	147
2022 Q3	$13M	Buy	202,768 +1,516	+0.8%	+$110K	0.07%	140
2022 Q2	$14.2M	Buy	201,252 +1,021	+0.5%	+$74.3K	0.07%	137
2022 Q1	$14.5M	Buy	200,231 +12,655	+7%	+$870K	0.07%	139
2021 Q4	$12.7M	Buy	187,576 +19,932	+12%	+$1.3M	0.06%	159
2021 Q3	$10.5M	Buy	167,644 +17,394	+12%	+$1.18M	0.05%	168
2021 Q2	$9.9M	Buy	150,250 +25,528	+20%	+$1.78M	0.05%	171
2021 Q1	$8.29M	Buy	124,722 +25,931	+26%	+$1.64M	0.05%	178
2020 Q4	$6.59M	Buy	98,791 +16,118	+19%	+$1.12M	0.04%	174
2020 Q3	$5.71M	Buy	82,673 +9,423	+13%	+$643K	0.04%	164
2020 Q2	$4.58M	Buy	73,250 +8,281	+13%	+$522K	0.04%	164
2020 Q1	$3.96M	Buy	64,969 +6,094	+10%	+$397K	0.04%	169
2019 Q4	$3.74M	Buy	58,875 +10,138	+21%	+$634K	0.03%	181
2019 Q3	$3.16M	Buy	48,737 +3,962	+9%	+$247K	0.03%	172
2019 Q2	$2.66M	Buy	44,775 +7,756	+21%	+$446K	0.03%	172
2019 Q1	$2.08M	Buy	37,019 +7,388	+25%	+$393K	0.02%	177
2018 Q4	$1.46M	Buy	29,631 +6,421	+28%	+$322K	0.02%	177
2018 Q3	$1.1M	Buy	23,210 +7,620	+49%	+$360K	0.01%	181
2018 Q2	$712K	Buy	15,590 +9,495	+156%	+$425K	0.01%	188
2018 Q1	$277K	Buy	+6,095	New	+$272K	﹤0.01%	228

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Personal Capital Advisors's XEL Position: Q4 2022 in Review

Personal Capital Advisors increased its Xcel Energy (XEL) stake by 1.2% in Q4 2022, buying an estimated $164K and bringing the position to 205,233 shares worth $14.4M. The position accounts for 0.07% of the portfolio, ranked #147.

Personal Capital Advisors first reported a position in XEL in Q1 2018 and has held it in 20 quarters since. The position peaked at $14.5M in Q1 2022. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

Personal Capital Advisors held 205,233 shares of Xcel Energy worth $14.4M as of Q4 2022.
Personal Capital Advisors bought 2,465 Xcel Energy shares in Q4 2022, an estimated $164K.
Xcel Energy made up 0.07% of Personal Capital Advisors's portfolio in Q4 2022, its #147 holding.
Personal Capital Advisors first reported a position in Xcel Energy in Q1 2018 and has held it in 20 quarters since.
Personal Capital Advisors's Xcel Energy position peaked at $14.5M in Q1 2022.
983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.