CCA
XEL icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $298B AUM 21.96% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return