SeaCrest Wealth Management’s Xcel Energy XEL Stock Holding History

SeaCrest Wealth Management’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	-2,139	Closed	-$151K	–	1547
2022 Q2	$151K	Buy	+2,139	New	+$156K	0.02%	709
2019 Q2	–	Sell	-1,791	Closed	-$101K	–	1866
2019 Q1	$101K	Hold	1,791	–	–	0.02%	687
2018 Q4	$88K	Buy	1,791 +101	+6%	+$5.07K	0.02%	705
2018 Q3	$80K	Buy	1,690 +11	+0.7%	+$519	0.01%	831
2018 Q2	$77K	Hold	1,679	–	–	0.01%	820
2018 Q1	$76K	Sell	1,679 -500	-23%	-$22.3K	0.01%	794
2017 Q4	$105K	Buy	+2,179	New	+$108K	0.02%	699

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

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

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

SeaCrest Wealth Management's XEL Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 2,139 shares — an estimated $151K sold.

SeaCrest Wealth Management first reported a position in XEL in Q4 2017 and held it in 7 quarters. The position peaked at $151K in Q2 2022. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

SeaCrest Wealth Management reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,139 Xcel Energy shares in Q3 2022, an estimated $151K.
SeaCrest Wealth Management first reported a position in Xcel Energy in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Xcel Energy position peaked at $151K in Q2 2022.
937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.