Strategic Advisors’s Xcel Energy XEL Stock Holding History

Strategic 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
2023 Q2	–	Sell	-4,000	Closed	-$270K	–	212
2023 Q1	$270K	Hold	4,000	–	–	0.05%	172
2022 Q4	$280K	Hold	4,000	–	–	0.06%	160
2022 Q3	$256K	Hold	4,000	–	–	0.06%	161
2022 Q2	$283K	Hold	4,000	–	–	0.06%	157
2022 Q1	$288K	Sell	4,000 -568	-12%	-$39K	0.05%	164
2021 Q4	$309K	Hold	4,568	–	–	0.04%	164
2021 Q3	$285K	Hold	4,568	–	–	0.06%	151
2021 Q2	$300K	Hold	4,568	–	–	0.08%	136
2021 Q1	$303K	Hold	4,568	–	–	0.09%	128
2020 Q4	$297K	Hold	4,568	–	–	0.09%	128
2020 Q3	$326K	Hold	4,568	–	–	0.11%	119
2020 Q2	$312K	Buy	4,568 +4	+0.1%	+$252	0.12%	114
2020 Q1	$287K	Buy	4,564 +3	+0.1%	+$196	0.13%	120
2019 Q4	$290K	Buy	4,561 +3	+0.1%	+$188	0.1%	140
2019 Q3	$296K	Buy	4,558 +4	+0.1%	+$249	0.11%	140
2019 Q2	$270K	Buy	+4,554	New	+$262K	0.1%	142

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Strategic Advisors's XEL Position: Q2 2023 in Review

Strategic Advisors sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 4,000 shares — an estimated $270K sold.

Strategic Advisors first reported a position in XEL in Q2 2019 and held it in 16 quarters. The position peaked at $326K in Q3 2020. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Strategic Advisors reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
Strategic Advisors sold 4,000 Xcel Energy shares in Q2 2023, an estimated $270K.
Strategic Advisors first reported a position in Xcel Energy in Q2 2019 and held it in 16 quarters.
Strategic Advisors's Xcel Energy position peaked at $326K in Q3 2020.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Strategic Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.