Capital International Investors
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Capital International Investors’s Xcel Energy XEL Stock Holding History

Capital International Investors’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
Q1 		– Sell
-1,854,598
Closed -$130M – 452
2022
Q4 		$130M Sell
1,854,598
-12
-0% -$798 0.03% 266
2022
Q3 		$119M Sell
1,854,610
-12
-0% -$874 0.03% 275
2022
Q2 		$131M Sell
1,854,622
-75,388
-4% -$5.48M 0.04% 271
2022
Q1 		$139M Sell
1,930,010
-1,057,480
-35% -$72.7M 0.03% 280
2021
Q4 		$202M Sell
2,987,490
-2,085,938
-41% -$136M 0.04% 266
2021
Q3 		$317M Sell
5,073,428
-4,812,662
-49% -$325M 0.07% 216
2021
Q2 		$651M Sell
9,886,090
-190,927
-2% -$13.3M 0.15% 146
2021
Q1 		$670M Sell
10,077,017
-3,558,583
-26% -$225M 0.17% 135
2020
Q4 		$909M Buy
13,635,600
+632,300
+5% +$44.1M 0.25% 108
2020
Q3 		$897M Buy
13,003,300
+830,272
+7% +$56.6M 0.28% 95
2020
Q2 		$761M Buy
+12,173,028
New +$767M 0.25% 107
2013
Q4 		– Sell
-1,000,000
Closed -$27.6M – 209
2013
Q3 		$27.6M Hold
1,000,000
– – 0.12% 159
2013
Q2 		$28.3M Buy
+1,000,000
New +$29.9M 0.13% 146

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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 $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital International Investors's XEL Position: Q1 2023 in Review

Capital International Investors sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 1,854,598 shares — an estimated $130M sold.

Capital International Investors first reported a position in XEL in Q2 2013 and held it in 13 quarters. The position peaked at $909M in Q4 2020. 970 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

  • Capital International Investors reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
  • Capital International Investors sold 1,854,598 Xcel Energy shares in Q1 2023, an estimated $130M.
  • Capital International Investors first reported a position in Xcel Energy in Q2 2013 and held it in 13 quarters.
  • Capital International Investors's Xcel Energy position peaked at $909M in Q4 2020.
  • 970 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Capital International Investors's 13F filing for Q1 2023, filed 15 May 2023.