EARNEST Partners’s Xcel Energy XEL Stock Holding History

EARNEST Partners’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	-327	Closed	-$18.7K	–	1112
2023 Q3	$18.7K	Hold	327	–	–	﹤0.01%	509
2023 Q2	$20.3K	Hold	327	–	–	﹤0.01%	478
2023 Q1	$22.1K	Hold	327	–	–	﹤0.01%	462
2022 Q4	$22.9K	Hold	327	–	–	﹤0.01%	459
2022 Q3	$21K	Hold	327	–	–	﹤0.01%	446
2022 Q2	$23K	Hold	327	–	–	﹤0.01%	438
2022 Q1	$24K	Hold	327	–	–	﹤0.01%	459
2021 Q4	$22K	Buy	+327	New	+$21.3K	﹤0.01%	482

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EARNEST Partners's XEL Position: Q4 2023 in Review

EARNEST Partners sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 327 shares — an estimated $18.7K sold.

EARNEST Partners first reported a position in XEL in Q4 2021 and held it in 8 quarters. The position peaked at $24K in Q1 2022. 1,018 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

EARNEST Partners reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 327 Xcel Energy shares in Q4 2023, an estimated $18.7K.
EARNEST Partners first reported a position in Xcel Energy in Q4 2021 and held it in 8 quarters.
EARNEST Partners's Xcel Energy position peaked at $24K in Q1 2022.
1,018 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.