TCWP’s Xcel Energy XEL Stock Holding History

TCWP’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
2022 Q2	–	Sell	-320	Closed	-$23K	–	1779
2022 Q1	$23K	Buy	+320	New	+$22K	﹤0.01%	674

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

TCWP's XEL Position: Q2 2022 in Review

TCWP sold out of Xcel Energy (XEL) in Q2 2022, closing a stake of 320 shares — an estimated $23K sold.

TCWP first reported a position in XEL in Q1 2022 and held it in 1 quarter. The position peaked at $23K in Q1 2022. 942 funds tracked by Wall St. Rank hold XEL as of Q2 2022.

TCWP reported no remaining Xcel Energy position as of Q2 2022 after selling out during the quarter.
TCWP sold 320 Xcel Energy shares in Q2 2022, an estimated $23K.
TCWP first reported a position in Xcel Energy in Q1 2022 and held it in 1 quarter.
TCWP's Xcel Energy position peaked at $23K in Q1 2022.
942 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.