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Benedetti & Gucer’s Xcel Energy XEL Stock Holding History

Benedetti & Gucer’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
Q3 		– Sell
-4,873
Closed -$303K – 154
2023
Q2 		$303K Hold
4,873
– – 0.16% 110
2023
Q1 		$329K Buy
+4,873
New +$329K 0.19% 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Benedetti & Gucer's XEL Position: Q3 2023 in Review

Benedetti & Gucer sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 4,873 shares — an estimated $303K sold.

Benedetti & Gucer first reported a position in XEL in Q1 2023 and held it in 2 quarters. The position peaked at $329K in Q1 2023. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Benedetti & Gucer reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • Benedetti & Gucer sold 4,873 Xcel Energy shares in Q3 2023, an estimated $303K.
  • Benedetti & Gucer first reported a position in Xcel Energy in Q1 2023 and held it in 2 quarters.
  • Benedetti & Gucer's Xcel Energy position peaked at $329K in Q1 2023.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Benedetti & Gucer's 13F filing for Q3 2023, filed 2 Nov 2023.