Ten Capital Wealth Advisors’s Xcel Energy XEL Stock Holding History

Ten Capital 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 Q2	–	Sell	-800	Closed	-$54K	–	547
2023 Q1	$54K	Hold	800	–	–	0.02%	214
2022 Q4	$56.1K	Hold	800	–	–	0.02%	170
2022 Q3	$51K	Hold	800	–	–	0.02%	154
2022 Q2	$57K	Hold	800	–	–	0.02%	145
2022 Q1	$58K	Hold	800	–	–	0.02%	140
2021 Q4	$54K	Sell	800 -172	-18%	-$11.2K	0.02%	128
2021 Q3	$61K	Buy	+972	New	+$65.7K	0.03%	121

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

Ten Capital Wealth Advisors's XEL Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 800 shares — an estimated $54K sold.

Ten Capital Wealth Advisors first reported a position in XEL in Q3 2021 and held it in 7 quarters. The position peaked at $61K in Q3 2021. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 800 Xcel Energy shares in Q2 2023, an estimated $54K.
Ten Capital Wealth Advisors first reported a position in Xcel Energy in Q3 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's Xcel Energy position peaked at $61K in Q3 2021.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

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