Zeke Capital Advisors’s Xcel Energy XEL Stock Holding History

Zeke Capital 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 Q4	$238K	Hold	3,393	–	–	0.02%	403
2022 Q3	$218K	Hold	3,393	–	–	0.02%	411
2022 Q2	$241K	Hold	3,393	–	–	0.02%	395
2022 Q1	$245K	Buy	+3,393	New	+$233K	0.01%	429
2018 Q4	–	Sell	-27,220	Closed	-$1.28M	–	660
2018 Q3	$1.28M	Hold	27,220	–	–	0.11%	182
2018 Q2	$1.24M	Buy	27,220 +18,234	+203%	+$817K	0.12%	149
2018 Q1	$409K	Buy	8,986 +3,298	+58%	+$147K	0.04%	383
2017 Q4	$274K	Buy	5,688 +670	+13%	+$33.3K	0.03%	411
2017 Q3	$237K	Buy	+5,018	New	+$241K	0.03%	374

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Zeke Capital Advisors's XEL Position: Q4 2022 in Review

Zeke Capital Advisors held its Xcel Energy (XEL) position steady in Q4 2022 at 3,393 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #403.

Zeke Capital Advisors first reported a position in XEL in Q3 2017 and has held it in 9 quarters since. The position peaked at $1.28M in Q3 2018. 984 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

Zeke Capital Advisors held 3,393 shares of Xcel Energy worth $238K as of Q4 2022.
Zeke Capital Advisors left its Xcel Energy share count unchanged in Q4 2022.
Xcel Energy made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #403 holding.
Zeke Capital Advisors first reported a position in Xcel Energy in Q3 2017 and has held it in 9 quarters since.
Zeke Capital Advisors's Xcel Energy position peaked at $1.28M in Q3 2018.
984 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.