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Arlington Partners’s Xcel Energy XEL Stock Holding History

Arlington 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
2023
Q4 		– Sell
-2,177
Closed -$125K – 399
2023
Q3 		$125K Buy
2,177
+576
+36% +$34.6K 0.05% 103
2023
Q2 		$99.5K Buy
1,601
+1,576
+6,304% +$105K 0.02% 244
2023
Q1 		$1.69K Buy
+25
New +$1.69K ﹤0.01% 512
2022
Q1 		– Sell
-51
Closed -$3K – 668
2021
Q4 		$3K Buy
+51
New +$3.33K ﹤0.01% 625

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Arlington Partners's XEL Position: Q4 2023 in Review

Arlington Partners sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 2,177 shares — an estimated $125K sold.

Arlington Partners first reported a position in XEL in Q4 2021 and held it in 4 quarters. The position peaked at $125K in Q3 2023. 1,018 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Arlington Partners reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • Arlington Partners sold 2,177 Xcel Energy shares in Q4 2023, an estimated $125K.
  • Arlington Partners first reported a position in Xcel Energy in Q4 2021 and held it in 4 quarters.
  • Arlington Partners's Xcel Energy position peaked at $125K in Q3 2023.
  • 1,018 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.