AGF Investments Inc’s Xcel Energy XEL Stock Holding History

AGF Investments Inc’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 Q3	$2.25M	Hold	35,096	–	–	0.02%	266
2022 Q2	$2.48M	Hold	35,096	–	–	0.02%	262
2022 Q1	$2.53M	Buy	+35,096	New	+$2.41M	0.02%	286
2021 Q3	–	Sell	-3,828	Closed	-$252K	–	801
2021 Q2	$252K	Sell	3,828 -100	-3%	-$6.96K	﹤0.01%	525
2021 Q1	$261K	Sell	3,928 -33,164	-89%	-$2.1M	﹤0.01%	558
2020 Q4	$2.47M	Buy	37,092 +264	+0.7%	+$18.4K	0.02%	286
2020 Q3	$2.54M	Buy	36,828 +4,018	+12%	+$274K	0.03%	265
2020 Q2	$2.05M	Sell	32,810 -2,827	-8%	-$178K	0.02%	271
2020 Q1	$2.15M	Buy	+35,637	New	+$2.32M	0.03%	248
2017 Q2	–	Sell	-223	Closed	-$10K	–	478
2017 Q1	$10K	Hold	223	–	–	﹤0.01%	462
2016 Q4	$9K	Hold	223	–	–	﹤0.01%	431
2016 Q3	$9K	Hold	223	–	–	﹤0.01%	435
2016 Q2	$10K	Buy	+223	New	+$9.23K	﹤0.01%	423

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

AGF Investments Inc's XEL Position: Q3 2022 in Review

AGF Investments Inc held its Xcel Energy (XEL) position steady in Q3 2022 at 35,096 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #266.

AGF Investments Inc first reported a position in XEL in Q2 2016 and has held it in 13 quarters since. The position peaked at $2.54M in Q3 2020. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

AGF Investments Inc held 35,096 shares of Xcel Energy worth $2.25M as of Q3 2022.
AGF Investments Inc left its Xcel Energy share count unchanged in Q3 2022.
Xcel Energy made up 0.02% of AGF Investments Inc's portfolio in Q3 2022, its #266 holding.
AGF Investments Inc first reported a position in Xcel Energy in Q2 2016 and has held it in 13 quarters since.
AGF Investments Inc's Xcel Energy position peaked at $2.54M in Q3 2020.
937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.