SFP
XEL icon

Sterling Financial Planning’s Xcel Energy XEL Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-829
Closed -$52K – 408
2021
Q3 		$52K Hold
829
– – 0.03% 183
2021
Q2 		$55K Hold
829
– – 0.04% 163
2021
Q1 		$55K Sell
829
-114
-12% -$7.21K 0.04% 148
2020
Q4 		$63K Buy
+943
New +$65.7K 0.05% 128

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sterling Financial Planning's XEL Position: Q4 2021 in Review

Sterling Financial Planning sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 829 shares — an estimated $52K sold.

Sterling Financial Planning first reported a position in XEL in Q4 2020 and held it in 4 quarters. The position peaked at $63K in Q4 2020. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

  • Sterling Financial Planning reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 829 Xcel Energy shares in Q4 2021, an estimated $52K.
  • Sterling Financial Planning first reported a position in Xcel Energy in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Xcel Energy position peaked at $63K in Q4 2020.
  • 910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.