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AIA Group’s Xcel Energy XEL Stock Holding History

AIA Group’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
-13,356
Closed -$901K – 508
2023
Q1 		$901K Sell
13,356
-1,794
-12% -$121K 0.05% 165
2022
Q4 		$1.06M Buy
15,150
+9,934
+190% +$661K 0.06% 133
2022
Q3 		$334K Sell
5,216
-3,214
-38% -$234K 0.02% 234
2022
Q2 		$597K Buy
8,430
+7,425
+739% +$540K 0.03% 210
2022
Q1 		$73K Buy
1,005
+488
+94% +$33.5K ﹤0.01% 498
2021
Q4 		$35K Buy
+517
New +$33.7K ﹤0.01% 497
2021
Q1 		– Sell
-3,391
Closed -$214K – 217
2020
Q4 		$214K Buy
+3,391
New +$236K 0.02% 184

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIA Group's XEL Position: Q2 2023 in Review

AIA Group sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 13,356 shares — an estimated $901K sold.

AIA Group first reported a position in XEL in Q4 2020 and held it in 7 quarters. The position peaked at $1.06M in Q4 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

  • AIA Group reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
  • AIA Group sold 13,356 Xcel Energy shares in Q2 2023, an estimated $901K.
  • AIA Group first reported a position in Xcel Energy in Q4 2020 and held it in 7 quarters.
  • AIA Group's Xcel Energy position peaked at $1.06M in Q4 2022.
  • 961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on AIA Group's 13F filing for Q2 2023, filed 28 Jul 2023.