Cypress Capital Management (Delaware)’s Xcel Energy XEL Stock Holding History

Cypress Capital Management (Delaware)’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 Q3	–	Sell	-3,700	Closed	-$262K	–	210
2022 Q2	$262K	Hold	3,700	–	–	0.04%	175
2022 Q1	$267K	Hold	3,700	–	–	0.03%	186
2021 Q4	$250K	Buy	+3,700	New	+$241K	0.03%	194
2016 Q3	–	Sell	-122,597	Closed	-$5.49M	–	73
2016 Q2	$5.49M	Sell	122,597 -4,405	-3%	-$182K	1.85%	30
2016 Q1	$5.31M	Sell	127,002 -400	-0.3%	-$15.6K	1.8%	29
2015 Q4	$4.58M	Hold	127,402	–	–	1.37%	35
2015 Q3	$4.51M	Sell	127,402 -1,325	-1%	-$45.1K	1.43%	35
2015 Q2	$4.14M	Sell	128,727 -25	-0%	-$841	1.18%	35
2015 Q1	$4.48M	Sell	128,752 -4,275	-3%	-$153K	1.35%	31
2014 Q4	$4.78M	Sell	133,027 -1,375	-1%	-$46.2K	1.38%	33
2014 Q3	$4.09M	Sell	134,402 -1,625	-1%	-$50.8K	1.28%	29
2014 Q2	$4.38M	Sell	136,027 -1,925	-1%	-$59.7K	1.32%	30
2014 Q1	$4.19M	Sell	137,952 -3,975	-3%	-$116K	1.31%	29
2013 Q4	$3.96M	Sell	141,927 -2,758	-2%	-$77.9K	1.16%	32
2013 Q3	$4M	Sell	144,685 -11,125	-7%	-$318K	1.28%	33
2013 Q2	$4.42M	Buy	+155,810	New	+$4.66M	1.54%	29

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

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

Cypress Capital Management (Delaware)'s XEL Position: Q3 2022 in Review

Cypress Capital Management (Delaware) sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 3,700 shares — an estimated $262K sold.

Cypress Capital Management (Delaware) first reported a position in XEL in Q2 2013 and held it in 16 quarters. The position peaked at $5.49M in Q2 2016. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

Cypress Capital Management (Delaware) reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 3,700 Xcel Energy shares in Q3 2022, an estimated $262K.
Cypress Capital Management (Delaware) first reported a position in Xcel Energy in Q2 2013 and held it in 16 quarters.
Cypress Capital Management (Delaware)'s Xcel Energy position peaked at $5.49M in Q2 2016.
937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q3 2022, filed 4 Nov 2022.