RFA
XEL icon

Reilly Financial Advisors’s Xcel Energy XEL Stock Holding History

Reilly 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
2016
Q2 		– Sell
-2,741
Closed -$115K – 990
2016
Q1 		$115K Hold
2,741
– – 0.02% 250
2015
Q4 		$98K Buy
+2,741
New +$97.9K 0.02% 276

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Reilly Financial Advisors's XEL Position: Q4 2021 in Review

Reilly Financial Advisors held its Xcel Energy (XEL) position steady in Q4 2021 at 3,691 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #187.

Reilly Financial Advisors first reported a position in XEL in Q2 2013 and has held it in 30 quarters since. The position peaked at $266K in Q3 2020. 911 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

  • Reilly Financial Advisors held 3,691 shares of Xcel Energy worth $250K as of Q4 2021.
  • Reilly Financial Advisors left its Xcel Energy share count unchanged in Q4 2021.
  • Xcel Energy made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #187 holding.
  • Reilly Financial Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 30 quarters since.
  • Reilly Financial Advisors's Xcel Energy position peaked at $266K in Q3 2020.
  • 911 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.