Bollard Group’s Xcel Energy XEL Stock Holding History

Bollard 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
2023 Q3	–	Sell	-35	Closed	-$2K	–	666
2023 Q2	$2K	Buy	+35	New	+$2.34K	﹤0.01%	568

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bollard Group's XEL Position: Q3 2023 in Review

Bollard Group sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 35 shares — an estimated $2K sold.

Bollard Group first reported a position in XEL in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Bollard Group reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 35 Xcel Energy shares in Q3 2023, an estimated $2K.
Bollard Group first reported a position in Xcel Energy in Q2 2023 and held it in 1 quarter.
Bollard Group's Xcel Energy position peaked at $2K in Q2 2023.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.