Valley Wealth Managers’s Xcel Energy XEL Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-671	Closed	-$41.7K	–	389
2023 Q2	$41.7K	Hold	671	–	–	﹤0.01%	214
2023 Q1	$45.3K	Hold	671	–	–	﹤0.01%	223
2022 Q4	$47K	Hold	671	–	–	﹤0.01%	231
2022 Q3	$43K	Hold	671	–	–	﹤0.01%	251
2022 Q2	$47K	Buy	+671	New	+$48.8K	﹤0.01%	252

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Valley Wealth Managers's XEL Position: Q3 2023 in Review

Valley Wealth Managers sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 671 shares — an estimated $41.7K sold.

Valley Wealth Managers first reported a position in XEL in Q2 2022 and held it in 5 quarters. The position peaked at $47K in Q4 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Valley Wealth Managers reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
Valley Wealth Managers sold 671 Xcel Energy shares in Q3 2023, an estimated $41.7K.
Valley Wealth Managers first reported a position in Xcel Energy in Q2 2022 and held it in 5 quarters.
Valley Wealth Managers's Xcel Energy position peaked at $47K in Q4 2022.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Valley Wealth Managers's 13F filing for Q3 2023, filed 9 Nov 2023.