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WealthPLAN Partners’s Xcel Energy XEL Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-200
Closed -$12.4K – 1189
2023
Q2 		$12.4K Buy
+200
New +$13.4K ﹤0.01% 757
2019
Q2 		– Sell
-11,072
Closed -$634K – 277
2019
Q1 		$634K Buy
11,072
+843
+8% +$44.8K 0.1% 138
2018
Q4 		$547K Sell
10,229
-126
-1% -$6.32K 0.09% 143
2018
Q3 		$536K Buy
10,355
+1,747
+20% +$82.5K 0.1% 137
2018
Q2 		$394K Buy
8,608
+424
+5% +$19K 0.08% 165
2018
Q1 		$372K Buy
+8,184
New +$365K 0.08% 171

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthPLAN Partners's XEL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 200 shares — an estimated $12.4K sold.

WealthPLAN Partners first reported a position in XEL in Q1 2018 and held it in 6 quarters. The position peaked at $634K in Q1 2019. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 200 Xcel Energy shares in Q3 2023, an estimated $12.4K.
  • WealthPLAN Partners first reported a position in Xcel Energy in Q1 2018 and held it in 6 quarters.
  • WealthPLAN Partners's Xcel Energy position peaked at $634K in Q1 2019.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.