Rather & Kittrell’s Xcel Energy XEL Stock Holding History

Rather & Kittrell’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	-132	Closed	-$8K	–	321
2021 Q4	$8K	Buy	+132	New	+$8.61K	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

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

Rather & Kittrell's XEL Position: Q1 2022 in Review

Rather & Kittrell sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 132 shares — an estimated $8K sold.

Rather & Kittrell first reported a position in XEL in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

Rather & Kittrell reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 132 Xcel Energy shares in Q1 2022, an estimated $8K.
Rather & Kittrell first reported a position in Xcel Energy in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's Xcel Energy position peaked at $8K in Q4 2021.
930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.