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Duality Advisers’s Xcel Energy XEL Stock Holding History

Duality Advisers’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
2024
Q2 		– Sell
-56,737
Closed -$3.05M – 545
2024
Q1 		$3.05M Buy
+56,737
New +$3.24M 0.3% 108
2022
Q2 		– Sell
-67,233
Closed -$4.85M – 889
2022
Q1 		$4.85M Buy
67,233
+28,503
+74% +$1.96M 0.52% 24
2021
Q4 		$2.62M Sell
38,730
-75,397
-66% -$4.92M 0.28% 128
2021
Q3 		$7.13M Sell
114,127
-16,427
-13% -$1.11M 0.55% 31
2021
Q2 		$8.6M Buy
+130,554
New +$9.09M 0.76% 9
2021
Q1 		– Sell
-156,411
Closed -$10.4M – 720
2020
Q4 		$10.4M Buy
156,411
+113,581
+265% +$7.91M 0.78% 17
2020
Q3 		$2.96M Buy
+42,830
New +$2.92M 0.19% 143

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Duality Advisers's XEL Position: Q2 2024 in Review

Duality Advisers sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 56,737 shares — an estimated $3.05M sold.

Duality Advisers first reported a position in XEL in Q3 2020 and held it in 7 quarters. The position peaked at $10.4M in Q4 2020. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Duality Advisers reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 56,737 Xcel Energy shares in Q2 2024, an estimated $3.05M.
  • Duality Advisers first reported a position in Xcel Energy in Q3 2020 and held it in 7 quarters.
  • Duality Advisers's Xcel Energy position peaked at $10.4M in Q4 2020.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.