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Cutler Group’s Xcel Energy XEL Stock Holding History

Cutler Group’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
Q2 		– Sell
-2,900
Closed -$1K – 4267
2023
Q1 		$1K Buy
+2,900
New +$196K ﹤0.01% 3610
2021
Q1 		– Sell
-100
Closed -$1K – 6408
2020
Q4 		$1K Sell
100
-100
-50% -$6.97K ﹤0.01% 4621
2020
Q3 		$3K Buy
+200
New +$13.6K ﹤0.01% 3931
2020
Q1 		– Sell
-2,100
Closed -$2K – 4761
2019
Q4 		$2K Sell
2,100
-33,900
-94% -$2.12M ﹤0.01% 3534
2019
Q3 		$17K Buy
+36,000
New +$2.24M ﹤0.01% 2309
2019
Q2 		– Sell
-200
Closed -$1K – 4886
2019
Q1 		$1K Buy
+200
New +$10.6K ﹤0.01% 3843
2018
Q1 		– Sell
-4,800
Closed -$2K – 5332
2017
Q4 		$2K Sell
4,800
-13,100
-73% -$650K ﹤0.01% 4240
2017
Q3 		$6K Buy
17,900
+5,300
+42% +$254K ﹤0.01% 4277
2017
Q2 		$5K Buy
12,600
+10,000
+385% +$460K ﹤0.01% 4895
2017
Q1 		$2K Buy
+2,600
New +$110K ﹤0.01% 5589
2016
Q4 		– Sell
-2,900
Closed -$2K – 7445
2016
Q3 		$2K Sell
2,900
-1,400
-33% -$59.9K ﹤0.01% 5835
2016
Q2 		$10K Buy
4,300
+1,300
+43% +$53.8K ﹤0.01% 4185
2016
Q1 		$6K Sell
3,000
-5,000
-63% -$195K ﹤0.01% 4710
2015
Q4 		$14K Buy
+8,000
New +$286K ﹤0.01% 3796

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cutler Group's XEL Position: Q4 2023 in Review

Cutler Group sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 2 shares.

Cutler Group first reported a position in XEL in Q4 2015 and held it in 21 quarters. The position peaked at $536K in Q1 2020. 1,017 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Cutler Group reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 2 Xcel Energy shares in Q4 2023.
  • Cutler Group first reported a position in Xcel Energy in Q4 2015 and held it in 21 quarters.
  • Cutler Group's Xcel Energy position peaked at $536K in Q1 2020.
  • 1,017 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.