Syverson Strege & Co’s Xcel Energy XEL Stock Holding History

Syverson Strege & Co’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	-567	Closed	-$38.2K	–	640
2023 Q1	$38.2K	Buy	567 +1	+0.2%	+$67	0.02%	142
2022 Q4	$39.7K	Buy	566 +2	+0.4%	+$133	0.02%	140
2022 Q3	$36K	Buy	564 +1	+0.2%	+$73	0.02%	136
2022 Q2	$40K	Buy	563 +1	+0.2%	+$73	0.01%	143
2022 Q1	$41K	Buy	562 +1	+0.2%	+$69	0.04%	136
2021 Q4	$38K	Buy	561 +1	+0.2%	+$65	0.03%	151
2021 Q3	$35K	Buy	560 +1	+0.2%	+$68	0.03%	162
2021 Q2	$37K	Buy	559 +1	+0.2%	+$70	0.03%	150
2021 Q1	$37K	Buy	558 +1	+0.2%	+$63	0.04%	138
2020 Q4	$37K	Buy	+557	New	+$38.8K	0.04%	128

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

Syverson Strege & Co's XEL Position: Q2 2023 in Review

Syverson Strege & Co sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 567 shares — an estimated $38.2K sold.

Syverson Strege & Co first reported a position in XEL in Q4 2020 and held it in 10 quarters. The position peaked at $41K in Q1 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Syverson Strege & Co reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 567 Xcel Energy shares in Q2 2023, an estimated $38.2K.
Syverson Strege & Co first reported a position in Xcel Energy in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Xcel Energy position peaked at $41K in Q1 2022.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.