Walled Lake Planning & Wealth Management’s Xcel Energy XEL Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-282	Closed	-$18K	–	315
2021 Q3	$18K	Hold	282	–	–	0.01%	230
2021 Q2	$19K	Hold	282	–	–	0.01%	210
2021 Q1	$19K	Hold	282	–	–	0.01%	201
2020 Q4	$19K	Hold	282	–	–	0.01%	183
2020 Q3	$19K	Hold	282	–	–	0.02%	176
2020 Q2	$18K	Hold	282	–	–	0.02%	164
2020 Q1	$17K	Hold	282	–	–	0.02%	150
2019 Q4	$18K	Buy	+282	New	+$17.6K	0.01%	166

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Walled Lake Planning & Wealth Management's XEL Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 282 shares — an estimated $18K sold.

Walled Lake Planning & Wealth Management first reported a position in XEL in Q4 2019 and held it in 8 quarters. The position peaked at $19K in Q2 2021. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 282 Xcel Energy shares in Q4 2021, an estimated $18K.
Walled Lake Planning & Wealth Management first reported a position in Xcel Energy in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Xcel Energy position peaked at $19K in Q2 2021.
910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.