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Retirement Group’s Xcel Energy XEL Stock Holding History

Retirement Group’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
Q3 		– Sell
-190
Closed -$13K – 817
2022
Q2 		$13K Hold
190
– – 0.01% 398
2022
Q1 		$14K Buy
190
+37
+24% +$2.54K 0.01% 407
2021
Q4 		$10K Buy
+153
New +$9.97K ﹤0.01% 450
2020
Q4 		– Sell
-50
Closed -$3K – 750
2020
Q3 		$3K Hold
50
– – ﹤0.01% 547
2020
Q2 		$3K Buy
+50
New +$3.15K ﹤0.01% 519
2019
Q4 		$3K Buy
+49
New +$3.06K ﹤0.01% 510

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
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
Massachusetts Financial Services
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's XEL Position: Q3 2022 in Review

Retirement Group sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 190 shares — an estimated $13K sold.

Retirement Group first reported a position in XEL in Q4 2019 and held it in 6 quarters. The position peaked at $14K in Q1 2022. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

  • Retirement Group reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 190 Xcel Energy shares in Q3 2022, an estimated $13K.
  • Retirement Group first reported a position in Xcel Energy in Q4 2019 and held it in 6 quarters.
  • Retirement Group's Xcel Energy position peaked at $14K in Q1 2022.
  • 937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.