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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
2022
Q4 		– Sell
-12,400
Closed -$28K – 5350
2022
Q3 		$28K Buy
12,400
+3,800
+44% +$277K ﹤0.01% 2362
2022
Q2 		$10K Buy
+8,600
New +$626K ﹤0.01% 3228
2020
Q2 		– Sell
-40,400
Closed -$79K – 4985
2020
Q1 		$79K Buy
40,400
+33,900
+522% +$2.21M ﹤0.01% 1470
2019
Q4 		$2K Buy
+6,500
New +$407K ﹤0.01% 3535
2016
Q4 		– Sell
-37,500
Closed -$32K – 7446
2016
Q3 		$32K Buy
37,500
+31,100
+486% +$1.33M ﹤0.01% 2941
2016
Q2 		$8K Sell
6,400
-7,800
-55% -$323K ﹤0.01% 4470
2016
Q1 		$23K Buy
+14,200
New +$554K ﹤0.01% 3141

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.