XF
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XML Financial’s Xcel Energy XEL Stock Holding History

XML Financial’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
Q2 		– Sell
-2,993
Closed -$202K – 353
2023
Q1 		$202K Sell
2,993
-1,336
-31% -$90.2K 0.02% 312
2022
Q4 		$304K Hold
4,329
– – 0.04% 260
2022
Q3 		$277K Buy
4,329
+757
+21% +$55.1K 0.04% 260
2022
Q2 		$253K Buy
+3,572
New +$260K 0.06% 189

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

XML Financial's XEL Position: Q2 2023 in Review

XML Financial sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 2,993 shares — an estimated $202K sold.

XML Financial first reported a position in XEL in Q2 2022 and held it in 4 quarters. The position peaked at $304K in Q4 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

  • XML Financial reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
  • XML Financial sold 2,993 Xcel Energy shares in Q2 2023, an estimated $202K.
  • XML Financial first reported a position in Xcel Energy in Q2 2022 and held it in 4 quarters.
  • XML Financial's Xcel Energy position peaked at $304K in Q4 2022.
  • 961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on XML Financial's 13F filing for Q2 2023, filed 7 Aug 2023.