TimeScale Financial’s Xcel Energy XEL Stock Holding History

TimeScale Financial’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	$7.71K	Buy	124 +1	+0.8%	+$67	﹤0.01%	387
2023 Q1	$8.3K	Buy	123 +2	+2%	+$135	﹤0.01%	366
2022 Q4	$7.77K	Hold	121	–	–	﹤0.01%	332
2022 Q3	$8K	Hold	121	–	–	﹤0.01%	338
2022 Q2	$9K	Buy	121 +1	+0.8%	+$73	﹤0.01%	309
2022 Q1	$9K	Buy	120 +1	+0.8%	+$69	﹤0.01%	325
2021 Q4	$8K	Buy	119 +11	+10%	+$717	﹤0.01%	337
2021 Q3	$7K	Hold	108	–	–	﹤0.01%	353
2021 Q2	$7K	Buy	108 +1	+0.9%	+$70	﹤0.01%	359
2021 Q1	$7K	Buy	107 +1	+0.9%	+$63	﹤0.01%	357
2020 Q4	$7K	Hold	106	–	–	﹤0.01%	319
2020 Q3	$7K	Buy	106 +1	+1%	+$68	﹤0.01%	332
2020 Q2	$7K	Hold	105	–	–	﹤0.01%	333
2020 Q1	$6K	Hold	105	–	–	﹤0.01%	323
2019 Q4	$6K	Hold	105	–	–	﹤0.01%	417
2019 Q3	$7K	Hold	105	–	–	﹤0.01%	384
2019 Q2	$6K	Buy	+105	New	+$6.04K	﹤0.01%	406

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

TimeScale Financial's XEL Position: Q2 2023 in Review

TimeScale Financial increased its Xcel Energy (XEL) stake by 0.81% in Q2 2023, buying an estimated $67 and bringing the position to 124 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

TimeScale Financial first reported a position in XEL in Q2 2019 and has held it in 17 quarters since. The position peaked at $9K in Q2 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

TimeScale Financial held 124 shares of Xcel Energy worth $7.71K as of Q2 2023.
TimeScale Financial bought 1 Xcel Energy share in Q2 2023, an estimated $67.
Xcel Energy made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #387 holding.
TimeScale Financial first reported a position in Xcel Energy in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's Xcel Energy position peaked at $9K in Q2 2022.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.