Alberta Investment Management Corp (AIMCo)’s Xcel Energy XEL Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2024 Q4	–	Sell	-15,300	Closed	-$999K	–	874
2024 Q3	$999K	Hold	15,300	–	–	0.01%	578
2024 Q2	$817K	Buy	15,300 +7,600	+99%	+$413K	0.01%	558
2024 Q1	$414K	Hold	7,700	–	–	﹤0.01%	853
2023 Q4	$477K	Hold	7,700	–	–	﹤0.01%	818
2023 Q3	$441K	Hold	7,700	–	–	﹤0.01%	832
2023 Q2	$479K	Hold	7,700	–	–	﹤0.01%	958
2023 Q1	$519K	Sell	7,700 -149,245	-95%	-$10.1M	0.01%	959
2022 Q4	$11M	Sell	156,945 -7,500	-5%	-$499K	0.1%	225
2022 Q3	$10.5M	Hold	164,445	–	–	0.08%	264
2022 Q2	$11.6M	Buy	164,445 +845	+0.5%	+$61.5K	0.08%	246
2022 Q1	$11.8M	Buy	163,600 +300	+0.2%	+$20.6K	0.07%	296
2021 Q4	$11.1M	Hold	163,300	–	–	0.07%	292
2021 Q3	$10.2M	Buy	163,300 +1,200	+0.7%	+$81.1K	0.09%	267
2021 Q2	$10.7M	Buy	162,100 +40,600	+33%	+$2.83M	0.09%	249
2021 Q1	$8.08M	Sell	121,500 -20,500	-14%	-$1.3M	0.07%	286
2020 Q4	$9.47M	Buy	142,000 +21,000	+17%	+$1.46M	0.08%	268
2020 Q3	$8.35M	Sell	121,000 -94,000	-44%	-$6.41M	0.09%	274
2020 Q2	$13.4M	Buy	215,000 +75,700	+54%	+$4.77M	0.16%	151
2020 Q1	$8.4M	Buy	+139,300	New	+$9.08M	0.15%	169
2019 Q4	–	Sell	-69,000	Closed	-$4.48M	–	1020
2019 Q3	$4.48M	Sell	69,000 -147,300	-68%	-$9.18M	0.04%	360
2019 Q2	$12.9M	Hold	216,300	–	–	0.12%	170
2019 Q1	$12.2M	Hold	216,300	–	–	0.11%	177
2018 Q4	$10.7M	Hold	216,300	–	–	0.11%	178
2018 Q3	$10.2M	Hold	216,300	–	–	0.09%	227
2018 Q2	$9.88M	Hold	216,300	–	–	0.08%	229
2018 Q1	$9.84M	Hold	216,300	–	–	0.09%	224
2017 Q4	$10.4M	Hold	216,300	–	–	0.09%	220
2017 Q3	$10.2M	Hold	216,300	–	–	0.1%	219
2017 Q2	$9.92M	Hold	216,300	–	–	0.09%	219
2017 Q1	$9.62M	Hold	216,300	–	–	0.08%	210
2016 Q4	$8.8M	Hold	216,300	–	–	0.08%	219
2016 Q3	$8.9M	Buy	216,300 +182,100	+532%	+$7.79M	0.09%	213
2016 Q2	$1.53M	Hold	34,200	–	–	0.02%	457
2016 Q1	$1.43M	Hold	34,200	–	–	0.02%	424
2015 Q4	$1.23M	Hold	34,200	–	–	0.01%	456
2015 Q3	$1.21M	Hold	34,200	–	–	0.01%	452
2015 Q2	$1.1M	Hold	34,200	–	–	0.01%	462
2015 Q1	$1.19M	Hold	34,200	–	–	0.01%	471
2014 Q4	$1.23M	Hold	34,200	–	–	0.01%	459
2014 Q3	$1.04M	Hold	34,200	–	–	0.01%	448
2014 Q2	$1.1M	Hold	34,200	–	–	0.01%	440
2014 Q1	$1.04M	Hold	34,200	–	–	0.01%	439
2013 Q4	$956K	Hold	34,200	–	–	0.01%	429
2013 Q3	$944K	Sell	34,200 -14,200	-29%	-$406K	0.01%	407
2013 Q2	$1.46M	Buy	+48,400	New	+$1.45M	0.04%	232

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s XEL Position: Q4 2024 in Review

Alberta Investment Management Corp (AIMCo) sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 15,300 shares — an estimated $999K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in XEL in Q2 2013 and held it in 45 quarters. The position peaked at $13.4M in Q2 2020. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

Alberta Investment Management Corp (AIMCo) reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 15,300 Xcel Energy shares in Q4 2024, an estimated $999K.
Alberta Investment Management Corp (AIMCo) first reported a position in Xcel Energy in Q2 2013 and held it in 45 quarters.
Alberta Investment Management Corp (AIMCo)'s Xcel Energy position peaked at $13.4M in Q2 2020.
1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q4 2024, filed 3 Feb 2025.