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Retirement Financial Solutions’s Xcel Energy XEL Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-215
Closed -$15.1K – 268
2022
Q4 		$15.1K Buy
+215
New +$14.3K 0.01% 110

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Retirement Financial Solutions's XEL Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 215 shares — an estimated $15.1K sold.

Retirement Financial Solutions first reported a position in XEL in Q4 2022 and held it in 1 quarter. The position peaked at $15.1K in Q4 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 215 Xcel Energy shares in Q1 2023, an estimated $15.1K.
  • Retirement Financial Solutions first reported a position in Xcel Energy in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Xcel Energy position peaked at $15.1K in Q4 2022.
  • 969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.