Echo Street Capital Management’s Xcel Energy XEL Stock Holding History

Echo Street Capital 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 Q2	–	Sell	-1,658,108	Closed	-$112M	–	623
2023 Q1	$112M	Sell	1,658,108 -210,752	-11%	-$14.2M	1.01%	45
2022 Q4	$131M	Buy	1,868,860 +138,625	+8%	+$9.22M	1.27%	33
2022 Q3	$111M	Sell	1,730,235 -1,146	-0.1%	-$83.4K	1.06%	41
2022 Q2	$123M	Sell	1,731,381 -36,802	-2%	-$2.68M	1.11%	39
2022 Q1	$128M	Buy	1,768,183 +1,199,094	+211%	+$82.4M	0.92%	49
2021 Q4	$38.5M	Buy	569,089 +52,815	+10%	+$3.44M	0.26%	93
2021 Q3	$32.3M	Buy	516,274 +186,586	+57%	+$12.6M	0.23%	97
2021 Q2	$21.7M	Buy	+329,688	New	+$22.9M	0.17%	100

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Echo Street Capital Management's XEL Position: Q2 2023 in Review

Echo Street Capital Management sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 1,658,108 shares — an estimated $112M sold.

Echo Street Capital Management first reported a position in XEL in Q2 2021 and held it in 8 quarters. The position peaked at $131M in Q4 2022. 962 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Echo Street Capital Management reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,658,108 Xcel Energy shares in Q2 2023, an estimated $112M.
Echo Street Capital Management first reported a position in Xcel Energy in Q2 2021 and held it in 8 quarters.
Echo Street Capital Management's Xcel Energy position peaked at $131M in Q4 2022.
962 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Echo Street Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.