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Achmea Investment Management’s Xcel Energy XEL Stock Holding History

Achmea Investment Management’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
2021
Q4 		– Sell
-323
Closed -$20K – 643
2021
Q3 		$20K Sell
323
-38,561
-99% -$2.61M ﹤0.01% 601
2021
Q2 		$2.56M Hold
38,884
– – 0.09% 278
2021
Q1 		$2.59M Sell
38,884
-2,633
-6% -$166K 0.09% 286
2020
Q4 		$2.77M Hold
41,517
– – 0.1% 248
2020
Q3 		$2.87M Sell
41,517
-133,126
-76% -$9.08M 0.12% 215
2020
Q2 		$10.9M Buy
+174,643
New +$11M 0.37% 61
2020
Q1 		– Sell
-57,617
Closed -$3.66M – 569
2019
Q4 		$3.66M Hold
57,617
– – 0.14% 173
2019
Q3 		$3.74M Buy
57,617
+2,521
+5% +$157K 0.15% 177
2019
Q2 		$3.28M Buy
55,096
+12,526
+29% +$720K 0.13% 196
2019
Q1 		$2.39M Buy
42,570
+27,536
+183% +$1.46M 0.1% 220
2018
Q4 		$741K Buy
15,034
+1,769
+13% +$88.7K 0.03% 351
2018
Q3 		$626K Sell
13,265
-80,432
-86% -$3.8M 0.02% 412
2018
Q2 		$4.28M Sell
93,697
-91,529
-49% -$4.1M 0.15% 179
2018
Q1 		$8.42M Sell
185,226
-39,811
-18% -$1.77M 0.28% 93
2017
Q4 		$10.8M Buy
225,037
+91,588
+69% +$4.55M 0.37% 65
2017
Q3 		$6.31M Buy
133,449
+40,861
+44% +$1.96M 0.36% 64
2017
Q2 		$4.25M Buy
92,588
+29,241
+46% +$1.35M 0.26% 100
2017
Q1 		$2.82M Buy
+63,347
New +$2.68M 0.13% 198

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Achmea Investment Management's XEL Position: Q4 2021 in Review

Achmea Investment Management sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 323 shares — an estimated $20K sold.

Achmea Investment Management first reported a position in XEL in Q1 2017 and held it in 18 quarters. The position peaked at $10.9M in Q2 2020. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

  • Achmea Investment Management reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
  • Achmea Investment Management sold 323 Xcel Energy shares in Q4 2021, an estimated $20K.
  • Achmea Investment Management first reported a position in Xcel Energy in Q1 2017 and held it in 18 quarters.
  • Achmea Investment Management's Xcel Energy position peaked at $10.9M in Q2 2020.
  • 910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Achmea Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.