EPM
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Equitec Proprietary Markets’s Xcel Energy XEL Stock Holding History

Equitec Proprietary Markets’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
Q1 		– Sell
-400
Closed -$27K – 426
2021
Q4 		$27K Buy
+400
New +$26.1K ﹤0.01% 282
2015
Q1 		– Sell
-4,565
Closed -$164K – 546
2014
Q4 		$164K Buy
+4,565
New +$153K 0.01% 355

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Equitec Proprietary Markets's XEL Position: Q1 2022 in Review

Equitec Proprietary Markets sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 400 shares — an estimated $27K sold.

Equitec Proprietary Markets first reported a position in XEL in Q4 2014 and held it in 2 quarters. The position peaked at $164K in Q4 2014. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

  • Equitec Proprietary Markets reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
  • Equitec Proprietary Markets sold 400 Xcel Energy shares in Q1 2022, an estimated $27K.
  • Equitec Proprietary Markets first reported a position in Xcel Energy in Q4 2014 and held it in 2 quarters.
  • Equitec Proprietary Markets's Xcel Energy position peaked at $164K in Q4 2014.
  • 930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Equitec Proprietary Markets's 13F filing for Q1 2022, filed 22 Apr 2022.