Standard Family Office’s Xcel Energy XEL Stock Holding History

Standard Family Office’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	-800	Closed	-$51K	–	457
2022 Q3	$51K	Hold	800	–	–	0.02%	130
2022 Q2	$57K	Buy	+800	New	+$58.2K	0.56%	51
2022 Q1	–	Sell	-28	Closed	-$2K	–	243
2021 Q4	$2K	Buy	+28	New	+$1.82K	0.02%	199

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Standard Family Office's XEL Position: Q4 2022 in Review

Standard Family Office sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 800 shares — an estimated $51K sold.

Standard Family Office first reported a position in XEL in Q4 2021 and held it in 3 quarters. The position peaked at $57K in Q2 2022. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

Standard Family Office reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 800 Xcel Energy shares in Q4 2022, an estimated $51K.
Standard Family Office first reported a position in Xcel Energy in Q4 2021 and held it in 3 quarters.
Standard Family Office's Xcel Energy position peaked at $57K in Q2 2022.
983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.