Sageworth Trust’s Xcel Energy XEL Stock Holding History

Sageworth Trust’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	-14	Closed	-$1K	–	602
2022 Q4	$1K	Buy	+14	New	+$931	﹤0.01%	448
2021 Q3	–	Sell	-4,391	Closed	-$289K	–	893
2021 Q2	$289K	Hold	4,391	–	–	0.02%	94
2021 Q1	$292K	Hold	4,391	–	–	0.02%	75
2020 Q4	$293K	Hold	4,391	–	–	0.03%	50
2020 Q3	$303K	Hold	4,391	–	–	0.03%	43
2020 Q2	$274K	Hold	4,391	–	–	0.03%	39
2020 Q1	$265K	Hold	4,391	–	–	0.03%	39
2019 Q4	$279K	Buy	+4,391	New	+$275K	0.03%	48

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sageworth Trust's XEL Position: Q1 2023 in Review

Sageworth Trust sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 14 shares — an estimated $1K sold.

Sageworth Trust first reported a position in XEL in Q4 2019 and held it in 8 quarters. The position peaked at $303K in Q3 2020. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

Sageworth Trust reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 14 Xcel Energy shares in Q1 2023, an estimated $1K.
Sageworth Trust first reported a position in Xcel Energy in Q4 2019 and held it in 8 quarters.
Sageworth Trust's Xcel Energy position peaked at $303K in Q3 2020.
969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.