Wealthcare Advisory Partners’s Xcel Energy XEL Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-4,942	Closed	-$350K	–	633
2022 Q2	$350K	Sell	4,942 -175	-3%	-$12.7K	0.02%	394
2022 Q1	$369K	Sell	5,117 -50	-1%	-$3.44K	0.02%	368
2021 Q4	$350K	Buy	5,167 +542	+12%	+$35.3K	0.02%	405
2021 Q3	$289K	Buy	+4,625	New	+$312K	0.02%	425
2021 Q2	–	Sell	-1,016	Closed	-$68K	–	1893
2021 Q1	$68K	Buy	+1,016	New	+$64.2K	﹤0.01%	792
2020 Q2	–	Sell	-419	Closed	-$25K	–	1378
2020 Q1	$25K	Buy	419 +23	+6%	+$1.5K	﹤0.01%	682
2019 Q4	$25K	Buy	396 +2	+0.5%	+$125	﹤0.01%	710
2019 Q3	$26K	Sell	394 -117	-23%	-$7.29K	﹤0.01%	683
2019 Q2	$30K	Buy	511 +3	+0.6%	+$172	﹤0.01%	627
2019 Q1	$29K	Buy	508 +3	+0.6%	+$160	﹤0.01%	577
2018 Q4	$25K	Buy	505 +3	+0.6%	+$150	﹤0.01%	587
2018 Q3	$24K	Buy	502 +3	+0.6%	+$142	﹤0.01%	631
2018 Q2	$23K	Sell	499 -24	-5%	-$1.07K	﹤0.01%	644
2018 Q1	$24K	Sell	523 -213	-29%	-$9.49K	0.01%	552
2017 Q4	$35K	Buy	736 +35	+5%	+$1.74K	0.01%	436
2017 Q3	$33K	Buy	+701	New	+$33.6K	0.01%	360

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

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

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

Wealthcare Advisory Partners's XEL Position: Q3 2022 in Review

Wealthcare Advisory Partners sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 4,942 shares — an estimated $350K sold.

Wealthcare Advisory Partners first reported a position in XEL in Q3 2017 and held it in 16 quarters. The position peaked at $369K in Q1 2022. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

Wealthcare Advisory Partners reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,942 Xcel Energy shares in Q3 2022, an estimated $350K.
Wealthcare Advisory Partners first reported a position in Xcel Energy in Q3 2017 and held it in 16 quarters.
Wealthcare Advisory Partners's Xcel Energy position peaked at $369K in Q1 2022.
937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2022, filed 14 Nov 2022.