Wipfli Financial Advisors’s Xcel Energy XEL Stock Holding History

Wipfli Financial Advisors’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	$504K	Buy	+7,830	New	+$570K	0.04%	221

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

Wipfli Financial Advisors's XEL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Xcel Energy (XEL) in Q3 2022: 7,830 shares worth $504K. The stake represents 0.04% of the portfolio and ranks #221 among its holdings.

937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

Wipfli Financial Advisors held 7,830 shares of Xcel Energy worth $504K as of Q3 2022.
Xcel Energy was a new Wipfli Financial Advisors position in Q3 2022.
Xcel Energy made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #221 holding.
937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.