Transform Wealth’s Xcel Energy XEL Stock Holding History

Transform Wealth’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	-3,547	Closed	-$256K	–	231
2022 Q1	$256K	Hold	3,547	–	–	0.03%	205
2021 Q4	$240K	Sell	3,547 -20	-0.6%	-$1.3K	0.03%	204
2021 Q3	$223K	Hold	3,567	–	–	0.03%	211
2021 Q2	$235K	Sell	3,567 -2,750	-44%	-$191K	0.03%	212
2021 Q1	$420K	Sell	6,317 -5,440	-46%	-$344K	0.08%	170
2020 Q4	$784K	Buy	11,757 +99	+0.8%	+$6.9K	0.16%	114
2020 Q3	$805K	Buy	11,658 +35	+0.3%	+$2.39K	0.13%	111
2020 Q2	$726K	Sell	11,623 -29	-0.2%	-$1.83K	0.12%	118
2020 Q1	$703K	Buy	11,652 +487	+4%	+$31.7K	0.15%	119
2019 Q4	$709K	Buy	11,165 +4,760	+74%	+$298K	0.11%	136
2019 Q3	$416K	Sell	6,405 -5,775	-47%	-$360K	0.07%	156
2019 Q2	$724K	Buy	+12,180	New	+$700K	0.11%	156

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

Transform Wealth's XEL Position: Q2 2022 in Review

Transform Wealth sold out of Xcel Energy (XEL) in Q2 2022, closing a stake of 3,547 shares — an estimated $256K sold.

Transform Wealth first reported a position in XEL in Q2 2019 and held it in 12 quarters. The position peaked at $805K in Q3 2020. 942 funds tracked by Wall St. Rank hold XEL as of Q2 2022.

Transform Wealth reported no remaining Xcel Energy position as of Q2 2022 after selling out during the quarter.
Transform Wealth sold 3,547 Xcel Energy shares in Q2 2022, an estimated $256K.
Transform Wealth first reported a position in Xcel Energy in Q2 2019 and held it in 12 quarters.
Transform Wealth's Xcel Energy position peaked at $805K in Q3 2020.
942 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2022.

Based on Transform Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.