Safeguard Financial’s Xcel Energy XEL Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-234	Closed	-$14K	–	564
2023 Q2	$14K	Buy	+234	New	+$15.6K	0.01%	300

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Safeguard Financial's XEL Position: Q3 2023 in Review

Safeguard Financial sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 234 shares — an estimated $14K sold.

Safeguard Financial first reported a position in XEL in Q2 2023 and held it in 1 quarter. The position peaked at $14K in Q2 2023. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Safeguard Financial reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 234 Xcel Energy shares in Q3 2023, an estimated $14K.
Safeguard Financial first reported a position in Xcel Energy in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Xcel Energy position peaked at $14K in Q2 2023.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.