SAM
XEL icon

SignalPoint Asset Management’s Xcel Energy XEL Stock Holding History

SignalPoint Asset 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
Q2 		– Sell
-2,800
Closed -$202K – 231
2022
Q1 		$202K Buy
+2,800
New +$192K 0.06% 219

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
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

SignalPoint Asset Management's XEL Position: Q2 2022 in Review

SignalPoint Asset Management sold out of Xcel Energy (XEL) in Q2 2022, closing a stake of 2,800 shares — an estimated $202K sold.

SignalPoint Asset Management first reported a position in XEL in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 942 funds tracked by Wall St. Rank hold XEL as of Q2 2022.

  • SignalPoint Asset Management reported no remaining Xcel Energy position as of Q2 2022 after selling out during the quarter.
  • SignalPoint Asset Management sold 2,800 Xcel Energy shares in Q2 2022, an estimated $202K.
  • SignalPoint Asset Management first reported a position in Xcel Energy in Q1 2022 and held it in 1 quarter.
  • SignalPoint Asset Management's Xcel Energy position peaked at $202K in Q1 2022.
  • 942 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2022.

Based on SignalPoint Asset Management's 13F filing for Q2 2022, filed 25 Jul 2022.