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WealthSource Partners’s Xcel Energy XEL Stock Holding History

WealthSource 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
-4,313
Closed -$268K – 515
2023
Q2 		$268K Sell
4,313
-77
-2% -$5.14K 0.02% 430
2023
Q1 		$296K Buy
4,390
+5
+0.1% +$337 0.02% 407
2022
Q4 		$307K Buy
4,385
+1
+0% +$67 0.02% 392
2022
Q3 		$281K Buy
4,384
+10
+0.2% +$728 0.02% 398
2022
Q2 		$310K Buy
4,374
+4
+0.1% +$291 0.02% 398
2022
Q1 		$315K Buy
4,370
+1,005
+30% +$69.1K 0.02% 440
2021
Q4 		$228K Buy
3,365
+4
+0.1% +$261 0.02% 496
2021
Q3 		$210K Buy
3,361
+5
+0.1% +$338 0.02% 471
2021
Q2 		$221K Buy
3,356
+12
+0.4% +$835 0.02% 426
2021
Q1 		$222K Buy
3,344
+231
+7% +$14.6K 0.02% 392
2020
Q4 		$208K Buy
3,113
+49
+2% +$3.42K 0.02% 355
2020
Q3 		$211K Buy
+3,064
New +$209K 0.03% 327
2020
Q1 		– Sell
-3,933
Closed -$250K – 447
2019
Q4 		$250K Sell
3,933
-1,708
-30% -$107K 0.03% 347
2019
Q3 		$366K Buy
5,641
+277
+5% +$17.3K 0.05% 290
2019
Q2 		$319K Buy
+5,364
New +$308K 0.05% 321

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

WealthSource Partners's XEL Position: Q3 2023 in Review

WealthSource Partners sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 4,313 shares — an estimated $268K sold.

WealthSource Partners first reported a position in XEL in Q2 2019 and held it in 15 quarters. The position peaked at $366K in Q3 2019. 927 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • WealthSource Partners reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • WealthSource Partners sold 4,313 Xcel Energy shares in Q3 2023, an estimated $268K.
  • WealthSource Partners first reported a position in Xcel Energy in Q2 2019 and held it in 15 quarters.
  • WealthSource Partners's Xcel Energy position peaked at $366K in Q3 2019.
  • 927 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

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