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Steward Financial Group’s Xcel Energy XEL Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+42
New +$2.52K ﹤0.01% 1067
2023
Q2 		– Sell
-101
Closed -$6K – 1018
2023
Q1 		$6K Buy
101
+59
+140% +$3.98K ﹤0.01% 292
2022
Q4 		$2K Buy
+42
New +$2.79K ﹤0.01% 353
2022
Q3 		– Sell
-25
Closed -$1K – 1354
2022
Q2 		$1K Buy
+25
New +$1.82K ﹤0.01% 906

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Steward Financial Group's XEL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Xcel Energy (XEL) in Q3 2023: 42 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in XEL as recently as Q1 2023.

Steward Financial Group first reported a position in XEL in Q2 2022 and has held it in 4 quarters since. The position peaked at $6K in Q1 2023. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Steward Financial Group held 42 shares of Xcel Energy worth $2K as of Q3 2023.
  • Xcel Energy was a new Steward Financial Group position in Q3 2023.
  • Xcel Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1067 holding.
  • Steward Financial Group first reported a position in Xcel Energy in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Xcel Energy position peaked at $6K in Q1 2023.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.