WJ Interests’s Xcel Energy XEL Stock Holding History

WJ Interests’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 Q1	–	Sell	-2,034	Closed	-$143K	–	67
2022 Q4	$143K	Buy	+2,034	New	+$135K	0.12%	18

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

WJ Interests's XEL Position: Q1 2023 in Review

WJ Interests sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 2,034 shares — an estimated $143K sold.

WJ Interests first reported a position in XEL in Q4 2022 and held it in 1 quarter. The position peaked at $143K in Q4 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

WJ Interests reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
WJ Interests sold 2,034 Xcel Energy shares in Q1 2023, an estimated $143K.
WJ Interests first reported a position in Xcel Energy in Q4 2022 and held it in 1 quarter.
WJ Interests's Xcel Energy position peaked at $143K in Q4 2022.
969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on WJ Interests's 13F filing for Q1 2023, filed 13 Apr 2023.