Fayez Sarofim & Co’s Xcel Energy XEL Stock Holding History

Fayez Sarofim & Co’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	-5,272	Closed	-$302K	–	304
2023 Q3	$302K	Buy	+5,272	New	+$317K	﹤0.01%	250

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 $3.37T AUM 44.26% 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

Fayez Sarofim & Co's XEL Position: Q4 2023 in Review

Fayez Sarofim & Co sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 5,272 shares — an estimated $302K sold.

Fayez Sarofim & Co first reported a position in XEL in Q3 2023 and held it in 1 quarter. The position peaked at $302K in Q3 2023. 1,018 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

Fayez Sarofim & Co reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
Fayez Sarofim & Co sold 5,272 Xcel Energy shares in Q4 2023, an estimated $302K.
Fayez Sarofim & Co first reported a position in Xcel Energy in Q3 2023 and held it in 1 quarter.
Fayez Sarofim & Co's Xcel Energy position peaked at $302K in Q3 2023.
1,018 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Fayez Sarofim & Co's 13F filing for Q4 2023, filed 15 Feb 2024.