Alpha Paradigm Partners’s Xcel Energy XEL Stock Holding History

Alpha Paradigm Partners’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 Q4	$64K	Hold	906	–	–	0.03%	413
2022 Q3	$58K	Hold	906	–	–	0.03%	401
2022 Q2	$64K	Buy	+906	New	+$65.9K	0.03%	430
2022 Q1	–	Sell	-5,736	Closed	-$388K	–	693
2021 Q4	$388K	Sell	5,736 -1,883	-25%	-$123K	0.16%	227
2021 Q3	$476K	Buy	7,619 +2,179	+40%	+$147K	0.19%	184
2021 Q2	$358K	Buy	5,440 +1,321	+32%	+$92K	0.14%	259
2021 Q1	$274K	Buy	4,119 +2,994	+266%	+$189K	0.11%	265
2020 Q4	$75K	Buy	+1,125	New	+$78.4K	0.03%	336

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alpha Paradigm Partners's XEL Position: Q4 2022 in Review

Alpha Paradigm Partners held its Xcel Energy (XEL) position steady in Q4 2022 at 906 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #413.

Alpha Paradigm Partners first reported a position in XEL in Q4 2020 and has held it in 8 quarters since. The position peaked at $476K in Q3 2021. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

Alpha Paradigm Partners held 906 shares of Xcel Energy worth $64K as of Q4 2022.
Alpha Paradigm Partners left its Xcel Energy share count unchanged in Q4 2022.
Xcel Energy made up 0.03% of Alpha Paradigm Partners's portfolio in Q4 2022, its #413 holding.
Alpha Paradigm Partners first reported a position in Xcel Energy in Q4 2020 and has held it in 8 quarters since.
Alpha Paradigm Partners's Xcel Energy position peaked at $476K in Q3 2021.
983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.