SEC 13F Intelligence

44 Wealth Management LLC / XEL

44 Wealth Management LLC’s Xcel Energy Inc Position

Does 44 Wealth Management LLC own Xcel Energy Inc (XEL)? Not currently — the last reported position was 86.4K shares worth $5M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q2 2023
Shares
86.4K
% of Portfolio
+1.83%
Quarters Held
4
position exited

Position History XEL

Reported value by quarter
Q2 ’22: $6MQ2 ’22Q3 ’22: $6MQ3 ’22Q1 ’23: $6MQ1 ’23Q2 ’23: $5MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202386.4K$5M+1.83%
Q1 202387.5K$6M+2.00%
Q3 202287.9K$6M+2.31%
Q2 202287.9K$6M+2.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 44 Wealth Management LLC’s full portfolio or all institutional holders of XEL.