Seven Springs Wealth Group’s Xcel Energy XEL Stock Holding History

Seven Springs Wealth 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	-6,967	Closed	-$493K	–	68
2022 Q2	$493K	Hold	6,967	–	–	0.25%	41
2022 Q1	$503K	Hold	6,967	–	–	0.24%	40
2021 Q4	$472K	Sell	6,967 -1,333	-16%	-$86.9K	0.22%	43
2021 Q3	$519K	Hold	8,300	–	–	0.25%	37
2021 Q2	$547K	Buy	+8,300	New	+$578K	0.24%	41
2021 Q1	–	Sell	-40	Closed	-$3K	–	258
2020 Q4	$3K	Buy	+40	New	+$2.79K	﹤0.01%	157

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

Seven Springs Wealth Group's XEL Position: Q3 2022 in Review

Seven Springs Wealth Group sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 6,967 shares — an estimated $493K sold.

Seven Springs Wealth Group first reported a position in XEL in Q4 2020 and held it in 6 quarters. The position peaked at $547K in Q2 2021. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

Seven Springs Wealth Group reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
Seven Springs Wealth Group sold 6,967 Xcel Energy shares in Q3 2022, an estimated $493K.
Seven Springs Wealth Group first reported a position in Xcel Energy in Q4 2020 and held it in 6 quarters.
Seven Springs Wealth Group's Xcel Energy position peaked at $547K in Q2 2021.
937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Seven Springs Wealth Group's 13F filing for Q3 2022, filed 21 Oct 2022.