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Retirement Planning Company of New England’s Xcel Energy XEL Stock Holding History

Retirement Planning Company of New England’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
-162
Closed -$10K – 900
2021
Q4 		$10K Buy
+162
New +$10.6K ﹤0.01% 653

Other funds holding XEL

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 Planning Company of New England's XEL Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 162 shares — an estimated $10K sold.

Retirement Planning Company of New England first reported a position in XEL in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 931 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 162 Xcel Energy shares in Q1 2022, an estimated $10K.
  • Retirement Planning Company of New England first reported a position in Xcel Energy in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Xcel Energy position peaked at $10K in Q4 2021.
  • 931 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.