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XEL icon

Crescent Capital Consulting’s Xcel Energy XEL Stock Holding History

Crescent Capital Consulting’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 		$42K Hold
620
– – 0.01% 305
2021
Q3 		$39K Hold
620
– – 0.01% 332
2021
Q2 		$41K Hold
620
– – 0.01% 291
2021
Q1 		$41K Buy
+620
New +$39.2K 0.01% 295

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Crescent Capital Consulting's XEL Position: Q4 2021 in Review

Crescent Capital Consulting held its Xcel Energy (XEL) position steady in Q4 2021 at 620 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #305.

Crescent Capital Consulting first reported a position in XEL in Q1 2021 and has held it in 4 quarters since. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

  • Crescent Capital Consulting held 620 shares of Xcel Energy worth $42K as of Q4 2021.
  • Crescent Capital Consulting left its Xcel Energy share count unchanged in Q4 2021.
  • Xcel Energy made up 0.01% of Crescent Capital Consulting's portfolio in Q4 2021, its #305 holding.
  • Crescent Capital Consulting first reported a position in Xcel Energy in Q1 2021 and has held it in 4 quarters since.
  • 910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.