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Soltis Investment Advisors’s Xcel Energy XEL Stock Holding History

Soltis Investment Advisors’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
Q4 		– Sell
-5,104
Closed -$327K – 266
2022
Q3 		$327K Hold
5,104
– – 0.05% 181
2022
Q2 		$361K Buy
5,104
+703
+16% +$51.1K 0.05% 181
2022
Q1 		$318K Buy
4,401
+27
+0.6% +$1.85K 0.04% 199
2021
Q4 		$296K Buy
4,374
+13
+0.3% +$847 0.04% 209
2021
Q3 		$273K Hold
4,361
– – 0.04% 207
2021
Q2 		$287K Buy
+4,361
New +$304K 0.05% 204

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Soltis Investment Advisors's XEL Position: Q4 2022 in Review

Soltis Investment Advisors sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 5,104 shares — an estimated $327K sold.

Soltis Investment Advisors first reported a position in XEL in Q2 2021 and held it in 6 quarters. The position peaked at $361K in Q2 2022. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

  • Soltis Investment Advisors reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
  • Soltis Investment Advisors sold 5,104 Xcel Energy shares in Q4 2022, an estimated $327K.
  • Soltis Investment Advisors first reported a position in Xcel Energy in Q2 2021 and held it in 6 quarters.
  • Soltis Investment Advisors's Xcel Energy position peaked at $361K in Q2 2022.
  • 983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Soltis Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.