Column Capital Advisors’s Xcel Energy XEL Stock Holding History

Column Capital Advisors’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 Q3	$515	Sell	9 -5	-36%	-$301	﹤0.01%	752
2023 Q2	$870	Hold	14	–	–	﹤0.01%	759
2023 Q1	$944	Sell	14 -15	-52%	-$1.01K	﹤0.01%	776
2022 Q4	$2.03K	Buy	29 +15	+107%	+$998	﹤0.01%	701
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	710
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	708
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	709
2021 Q4	$1K	Sell	14 -24	-63%	-$1.56K	﹤0.01%	770
2021 Q3	$2K	Hold	38	–	–	﹤0.01%	648
2021 Q2	$3K	Sell	38 -22	-37%	-$1.53K	﹤0.01%	606
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	564
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	561
2020 Q3	$4K	Hold	60	–	–	﹤0.01%	557
2020 Q2	$3K	Buy	60 +22	+58%	+$1.39K	﹤0.01%	645
2020 Q1	$2K	Hold	38	–	–	﹤0.01%	580
2019 Q4	$2K	Buy	+38	New	+$2.38K	﹤0.01%	621

Other funds holding XEL

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Column Capital Advisors's XEL Position: Q3 2023 in Review

Column Capital Advisors reduced its Xcel Energy (XEL) stake by 36% in Q3 2023, selling an estimated $301 and leaving 9 shares worth $515. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Column Capital Advisors first reported a position in XEL in Q4 2019 and has held it in 16 quarters since. The position peaked at $4K in Q1 2021. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Column Capital Advisors held 9 shares of Xcel Energy worth $515 as of Q3 2023.
Column Capital Advisors sold 5 Xcel Energy shares in Q3 2023, an estimated $301.
Xcel Energy made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #752 holding.
Column Capital Advisors first reported a position in Xcel Energy in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Xcel Energy position peaked at $4K in Q1 2021.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.