Formula Growth’s Xcel Energy XEL Stock Holding History

Formula Growth’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	-22,000	Closed	-$1.48M	–	155
2023 Q1	$1.48M	Buy	+22,000	New	+$1.48M	0.48%	81

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

Formula Growth's XEL Position: Q2 2023 in Review

Formula Growth sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 22,000 shares — an estimated $1.48M sold.

Formula Growth first reported a position in XEL in Q1 2023 and held it in 1 quarter. The position peaked at $1.48M in Q1 2023. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Formula Growth reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
Formula Growth sold 22,000 Xcel Energy shares in Q2 2023, an estimated $1.48M.
Formula Growth first reported a position in Xcel Energy in Q1 2023 and held it in 1 quarter.
Formula Growth's Xcel Energy position peaked at $1.48M in Q1 2023.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Formula Growth's 13F filing for Q2 2023, filed 11 Aug 2023.