AlphaSimPlex Group’s Xcel Energy XEL Stock Holding History

AlphaSimPlex 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
2021 Q4	–	Sell	-3,264	Closed	-$204K	–	213
2021 Q3	$204K	Sell	3,264 -3,569	-52%	-$241K	0.17%	204
2021 Q2	$450K	Hold	6,833	–	–	0.22%	176
2021 Q1	$454K	Buy	6,833 +2,053	+43%	+$130K	0.19%	198
2020 Q4	$319K	Hold	4,780	–	–	0.11%	276
2020 Q3	$330K	Buy	+4,780	New	+$326K	0.15%	239
2020 Q1	–	Sell	-7,128	Closed	-$453K	–	247
2019 Q4	$453K	Hold	7,128	–	–	0.17%	168
2019 Q3	$463K	Sell	7,128 -3,001	-30%	-$187K	0.18%	172
2019 Q2	$603K	Buy	10,129 +3,090	+44%	+$178K	0.19%	163
2019 Q1	$396K	Buy	+7,039	New	+$374K	0.13%	203

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

MAM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AlphaSimPlex Group's XEL Position: Q4 2021 in Review

AlphaSimPlex Group sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 3,264 shares — an estimated $204K sold.

AlphaSimPlex Group first reported a position in XEL in Q1 2019 and held it in 9 quarters. The position peaked at $603K in Q2 2019. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

AlphaSimPlex Group reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
AlphaSimPlex Group sold 3,264 Xcel Energy shares in Q4 2021, an estimated $204K.
AlphaSimPlex Group first reported a position in Xcel Energy in Q1 2019 and held it in 9 quarters.
AlphaSimPlex Group's Xcel Energy position peaked at $603K in Q2 2019.
910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on AlphaSimPlex Group's 13F filing for Q4 2021, filed 10 Feb 2022.