Calamos Wealth Management’s Xcel Energy XEL Stock Holding History

Calamos Wealth 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 Q2	–	Sell	-3,201	Closed	-$216K	–	323
2023 Q1	$216K	Sell	3,201 -2,310	-42%	-$156K	0.02%	290
2022 Q4	$386K	Hold	5,511	–	–	0.03%	228
2022 Q3	$353K	Hold	5,511	–	–	0.03%	236
2022 Q2	$390K	Sell	5,511 -148	-3%	-$10.8K	0.03%	220
2022 Q1	$408K	Buy	5,659 +834	+17%	+$57.3K	0.03%	246
2021 Q4	$327K	Buy	4,825 +15	+0.3%	+$978	0.02%	276
2021 Q3	$301K	Hold	4,810	–	–	0.02%	284
2021 Q2	$317K	Buy	+4,810	New	+$335K	0.02%	287
2020 Q2	–	Sell	-4,710	Closed	-$284K	–	270
2020 Q1	$284K	Hold	4,710	–	–	0.04%	207
2019 Q4	$299K	Hold	4,710	–	–	0.04%	205
2019 Q3	$306K	Hold	4,710	–	–	0.04%	197
2019 Q2	$280K	Hold	4,710	–	–	0.04%	201
2019 Q1	$265K	Hold	4,710	–	–	0.04%	197
2018 Q4	$232K	Buy	+4,710	New	+$236K	0.03%	203

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Calamos Wealth Management's XEL Position: Q2 2023 in Review

Calamos Wealth Management sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 3,201 shares — an estimated $216K sold.

Calamos Wealth Management first reported a position in XEL in Q4 2018 and held it in 14 quarters. The position peaked at $408K in Q1 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Calamos Wealth Management reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
Calamos Wealth Management sold 3,201 Xcel Energy shares in Q2 2023, an estimated $216K.
Calamos Wealth Management first reported a position in Xcel Energy in Q4 2018 and held it in 14 quarters.
Calamos Wealth Management's Xcel Energy position peaked at $408K in Q1 2022.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Calamos Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.