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Cary Street Partners Asset Management’s Xcel Energy XEL Stock Holding History

Cary Street Partners Asset 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
2022
Q4 		– Sell
-110
Closed -$7K – 477
2022
Q3 		$7K Buy
+110
New +$8.01K ﹤0.01% 356

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cary Street Partners Asset Management's XEL Position: Q4 2022 in Review

Cary Street Partners Asset Management sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 110 shares — an estimated $7K sold.

Cary Street Partners Asset Management first reported a position in XEL in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 984 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

  • Cary Street Partners Asset Management reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 110 Xcel Energy shares in Q4 2022, an estimated $7K.
  • Cary Street Partners Asset Management first reported a position in Xcel Energy in Q3 2022 and held it in 1 quarter.
  • Cary Street Partners Asset Management's Xcel Energy position peaked at $7K in Q3 2022.
  • 984 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Cary Street Partners Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.