Capital World Investors’s Xcel Energy XEL Stock Holding History

Capital World 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
2021 Q4	–	Sell	-7,461,922	Closed	-$466M	–	635
2021 Q3	$466M	Sell	7,461,922 -6,212,491	-45%	-$420M	0.08%	220
2021 Q2	$901M	Buy	13,674,413 +169,644	+1%	+$11.8M	0.15%	156
2021 Q1	$898M	Sell	13,504,769 -6,721,908	-33%	-$425M	0.17%	143
2020 Q4	$1.35B	Buy	20,226,677 +37,321	+0.2%	+$2.6M	0.26%	95
2020 Q3	$1.39B	Buy	20,189,356 +7,351	+0%	+$502K	0.3%	83
2020 Q2	$1.26B	Buy	20,182,005 +5,070,620	+34%	+$320M	0.31%	88
2020 Q1	$911M	Buy	+15,111,385	New	+$985M	0.26%	92
2017 Q3	–	Sell	-1,836,270	Closed	-$84.2M	–	516
2017 Q2	$84.2M	Sell	1,836,270 -1,163,730	-39%	-$53.6M	0.02%	297
2017 Q1	$133M	Hold	3,000,000	–	–	0.03%	259
2016 Q4	$122M	Sell	3,000,000 -1,000,000	-25%	-$40M	0.03%	261
2016 Q3	$165M	Hold	4,000,000	–	–	0.04%	242
2016 Q2	$179M	Hold	4,000,000	–	–	0.05%	232
2016 Q1	$167M	Hold	4,000,000	–	–	0.05%	240
2015 Q4	$144M	Hold	4,000,000	–	–	0.04%	257
2015 Q3	$142M	Hold	4,000,000	–	–	0.04%	260
2015 Q2	$129M	Hold	4,000,000	–	–	0.03%	283
2015 Q1	$139M	Hold	4,000,000	–	–	0.04%	276
2014 Q4	$144M	Hold	4,000,000	–	–	0.04%	267
2014 Q3	$122M	Hold	4,000,000	–	–	0.03%	289
2014 Q2	$129M	Hold	4,000,000	–	–	0.04%	284
2014 Q1	$121M	Hold	4,000,000	–	–	0.03%	275
2013 Q4	$112M	Buy	+4,000,000	New	+$113M	0.03%	287

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Capital World Investors's XEL Position: Q4 2021 in Review

Capital World Investors sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 7,461,922 shares — an estimated $466M sold.

Capital World Investors first reported a position in XEL in Q4 2013 and held it in 22 quarters. The position peaked at $1.39B in Q3 2020. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

Capital World Investors reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
Capital World Investors sold 7,461,922 Xcel Energy shares in Q4 2021, an estimated $466M.
Capital World Investors first reported a position in Xcel Energy in Q4 2013 and held it in 22 quarters.
Capital World Investors's Xcel Energy position peaked at $1.39B in Q3 2020.
910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Capital World Investors's 13F filing for Q4 2021, filed 14 Feb 2022.