Desjardins Global Asset Management’s Xcel Energy XEL Stock Holding History

Desjardins Global Asset Management’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 Q4	–	Sell	-1,036	Closed	-$59.3K	–	698
2023 Q3	$59.3K	Buy	1,036 +845	+442%	+$50.8K	0.01%	520
2023 Q2	$11.9K	Sell	191 -433	-69%	-$28.9K	﹤0.01%	613
2023 Q1	$42K	Hold	624	–	–	0.01%	530
2022 Q4	$44K	Sell	624 -3,683	-86%	-$245K	0.01%	442
2022 Q3	$276K	Hold	4,307	–	–	0.03%	303
2022 Q2	$305K	Sell	4,307 -4,062	-49%	-$296K	0.04%	296
2022 Q1	$604K	Sell	8,369 -2,710	-24%	-$186K	0.05%	239
2021 Q4	$750K	Buy	+11,079	New	+$722K	0.06%	233

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Desjardins Global Asset Management's XEL Position: Q4 2023 in Review

Desjardins Global Asset Management sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 1,036 shares — an estimated $59.3K sold.

Desjardins Global Asset Management first reported a position in XEL in Q4 2021 and held it in 8 quarters. The position peaked at $750K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

Desjardins Global Asset Management reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
Desjardins Global Asset Management sold 1,036 Xcel Energy shares in Q4 2023, an estimated $59.3K.
Desjardins Global Asset Management first reported a position in Xcel Energy in Q4 2021 and held it in 8 quarters.
Desjardins Global Asset Management's Xcel Energy position peaked at $750K in Q4 2021.
1,017 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.