Sutton Wealth Advisors’s Xcel Energy XEL Stock Holding History

Sutton Wealth 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 Q3	$20.1K	Buy	352 +77	+28%	+$4.63K	0.01%	358
2023 Q2	$17.1K	Sell	275 -7	-2%	-$467	0.01%	366
2023 Q1	$19K	Sell	282 -27	-9%	-$1.82K	0.01%	319
2022 Q4	$21.7K	Sell	309 -27	-8%	-$1.8K	0.01%	663
2022 Q3	$21.5K	Buy	336 +11	+3%	+$801	0.01%	637
2022 Q2	$23K	Buy	325 +14	+5%	+$1.02K	0.01%	622
2022 Q1	$22.4K	Buy	311 +21	+7%	+$1.44K	0.01%	676
2021 Q4	$19.6K	Hold	290	–	–	0.01%	706
2021 Q3	$18.1K	Hold	290	–	–	0.01%	723
2021 Q2	$19.1K	Hold	290	–	–	0.01%	721
2021 Q1	$19.3K	Buy	290 +10	+4%	+$632	0.01%	682
2020 Q4	$18.7K	Buy	280 +12	+4%	+$836	0.01%	637
2020 Q3	$18.5K	Hold	268	–	–	0.01%	568
2020 Q2	$16.8K	Buy	268 +9	+3%	+$567	0.01%	587
2020 Q1	$15.6K	Buy	259 +8	+3%	+$521	0.01%	541
2019 Q4	$15.9K	Hold	251	–	–	0.01%	688
2019 Q3	$16.3K	Hold	251	–	–	0.01%	647
2019 Q2	$14.9K	Hold	251	–	–	0.01%	666
2019 Q1	$14.1K	Hold	251	–	–	0.01%	689
2018 Q4	$12.4K	Hold	251	–	–	0.01%	682
2018 Q3	$11.8K	Hold	251	–	–	0.01%	754
2018 Q2	$11.5K	Hold	251	–	–	0.01%	801
2018 Q1	$11.4K	Hold	251	–	–	0.01%	781
2017 Q4	$12.1K	Hold	251	–	–	0.01%	723
2017 Q3	$11.9K	Hold	251	–	–	0.01%	724
2017 Q2	$11.5K	Hold	251	–	–	0.01%	714
2017 Q1	$11.2K	Hold	251	–	–	0.01%	684
2016 Q4	$10.2K	Hold	251	–	–	0.01%	689
2016 Q3	$10.3K	Buy	251 +180	+254%	+$7.7K	0.01%	656
2016 Q2	$3.18K	Hold	71	–	–	﹤0.01%	855
2016 Q1	$2.97K	Buy	+71	New	+$2.77K	﹤0.01%	845

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sutton Wealth Advisors's XEL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Xcel Energy (XEL) stake by 28% in Q3 2023, buying an estimated $4.63K and bringing the position to 352 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #358.

Sutton Wealth Advisors first reported a position in XEL in Q1 2016 and has held it in 31 quarters since. The position peaked at $23K in Q2 2022. 927 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Sutton Wealth Advisors held 352 shares of Xcel Energy worth $20.1K as of Q3 2023.
Sutton Wealth Advisors bought 77 Xcel Energy shares in Q3 2023, an estimated $4.63K.
Xcel Energy made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #358 holding.
Sutton Wealth Advisors first reported a position in Xcel Energy in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Xcel Energy position peaked at $23K in Q2 2022.
927 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.