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ClariVest Asset Management’s Xcel Energy XEL Stock Holding History

ClariVest 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
2024
Q3 		$1.23K Hold
23
– – ﹤0.01% 588
2024
Q2 		$1.23K Buy
+23
New +$1.25K ﹤0.01% 588
2024
Q1 		– Sell
-12
Closed -$743 – 919
2023
Q4 		$743 Buy
+12
New +$720 ﹤0.01% 729

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClariVest Asset Management's XEL Position: Q3 2024 in Review

ClariVest Asset Management held its Xcel Energy (XEL) position steady in Q3 2024 at 23 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

ClariVest Asset Management first reported a position in XEL in Q4 2023 and has held it in 3 quarters since. 1,030 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • ClariVest Asset Management held 23 shares of Xcel Energy worth $1.23K as of Q3 2024.
  • ClariVest Asset Management left its Xcel Energy share count unchanged in Q3 2024.
  • Xcel Energy made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #588 holding.
  • ClariVest Asset Management first reported a position in Xcel Energy in Q4 2023 and has held it in 3 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.