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Burns Matteson Capital Management’s Xcel Energy XEL Stock Holding History

Burns Matteson Capital Management’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
-9,934
Closed -$568K – 174
2023
Q3 		$568K Buy
+9,934
New +$597K 0.36% 75

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burns Matteson Capital Management's XEL Position: Q4 2023 in Review

Burns Matteson Capital Management sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 9,934 shares — an estimated $568K sold.

Burns Matteson Capital Management first reported a position in XEL in Q3 2023 and held it in 1 quarter. The position peaked at $568K in Q3 2023. 1,017 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Burns Matteson Capital Management reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • Burns Matteson Capital Management sold 9,934 Xcel Energy shares in Q4 2023, an estimated $568K.
  • Burns Matteson Capital Management first reported a position in Xcel Energy in Q3 2023 and held it in 1 quarter.
  • Burns Matteson Capital Management's Xcel Energy position peaked at $568K in Q3 2023.
  • 1,017 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Burns Matteson Capital Management's 13F filing for Q4 2023, filed 12 Jan 2024.