V Wealth Advisors’s Xcel Energy XEL Stock Holding History

V 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	-2,980	Closed	-$201K	–	407
2023 Q1	$201K	Sell	2,980 -242	-8%	-$16.3K	0.04%	364
2022 Q4	$226K	Sell	3,222 -1,392	-30%	-$92.6K	0.05%	320
2022 Q3	$295K	Buy	4,614 +36	+0.8%	+$2.62K	0.06%	285
2022 Q2	$324K	Sell	4,578 -3,069	-40%	-$223K	0.06%	294
2022 Q1	$552K	Sell	7,647 -78	-1%	-$5.36K	0.09%	229
2021 Q4	$523K	Sell	7,725 -2,334	-23%	-$152K	0.08%	244
2021 Q3	$628K	Buy	10,059 +396	+4%	+$26.8K	0.1%	217
2021 Q2	$636K	Buy	9,663 +156	+2%	+$10.9K	0.1%	224
2021 Q1	$633K	Sell	9,507 -7,854	-45%	-$496K	0.12%	201
2020 Q4	$1.16M	Buy	17,361 +13,261	+323%	+$924K	0.24%	111
2020 Q3	$283K	Sell	4,100 -22,424	-85%	-$1.53M	0.2%	133
2020 Q2	$1.66M	Sell	26,524 -1,009	-4%	-$63.6K	0.43%	53
2020 Q1	$1.66M	Buy	+27,533	New	+$1.79M	0.52%	40

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

V Wealth Advisors's XEL Position: Q2 2023 in Review

V Wealth Advisors sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 2,980 shares — an estimated $201K sold.

V Wealth Advisors first reported a position in XEL in Q1 2020 and held it in 13 quarters. The position peaked at $1.66M in Q1 2020. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

V Wealth Advisors reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
V Wealth Advisors sold 2,980 Xcel Energy shares in Q2 2023, an estimated $201K.
V Wealth Advisors first reported a position in Xcel Energy in Q1 2020 and held it in 13 quarters.
V Wealth Advisors's Xcel Energy position peaked at $1.66M in Q1 2020.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.