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Spartan Planning & Wealth Management’s Xcel Energy XEL Stock Holding History

Spartan Planning & 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
Q2 		– Sell
-4,961
Closed -$358K – 162
2022
Q1 		$358K Buy
+4,961
New +$341K 0.45% 29

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

Spartan Planning & Wealth Management's XEL Position: Q2 2022 in Review

Spartan Planning & Wealth Management sold out of Xcel Energy (XEL) in Q2 2022, closing a stake of 4,961 shares — an estimated $358K sold.

Spartan Planning & Wealth Management first reported a position in XEL in Q1 2022 and held it in 1 quarter. The position peaked at $358K in Q1 2022. 942 funds tracked by Wall St. Rank hold XEL as of Q2 2022.

  • Spartan Planning & Wealth Management reported no remaining Xcel Energy position as of Q2 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 4,961 Xcel Energy shares in Q2 2022, an estimated $358K.
  • Spartan Planning & Wealth Management first reported a position in Xcel Energy in Q1 2022 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's Xcel Energy position peaked at $358K in Q1 2022.
  • 942 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.