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Fort Washington Investment Advisors’s Xcel Energy XEL Stock Holding History

Fort Washington Investment Advisors’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
Q2 		– Sell
-4,550
Closed -$328K – 501
2022
Q1 		$328K Buy
+4,550
New +$313K ﹤0.01% 445
2019
Q1 		– Sell
-5,100
Closed -$251K – 547
2018
Q4 		$251K Hold
5,100
– – ﹤0.01% 475
2018
Q3 		$241K Sell
5,100
-200
-4% -$9.44K ﹤0.01% 519
2018
Q2 		$242K Hold
5,300
– – ﹤0.01% 514
2018
Q1 		$241K Sell
5,300
-300
-5% -$13.4K ﹤0.01% 533
2017
Q4 		$269K Hold
5,600
– – ﹤0.01% 550
2017
Q3 		$265K Hold
5,600
– – ﹤0.01% 475
2017
Q2 		$257K Sell
5,600
-32
-0.6% -$1.47K ﹤0.01% 454
2017
Q1 		$250K Buy
5,632
+332
+6% +$14.1K ﹤0.01% 455
2016
Q4 		$216K Sell
5,300
-1,500
-22% -$60K ﹤0.01% 460
2016
Q3 		$280K Sell
6,800
-1,900
-22% -$81.2K 0.01% 402
2016
Q2 		$390K Hold
8,700
– – 0.01% 383
2016
Q1 		$364K Buy
+8,700
New +$339K 0.01% 394
2015
Q4 		– Sell
-8,500
Closed -$301K – 440
2015
Q3 		$301K Buy
8,500
+1,200
+16% +$40.8K 0.01% 411
2015
Q2 		$235K Sell
7,300
-2,400
-25% -$80.7K ﹤0.01% 405
2015
Q1 		$338K Sell
9,700
-1,000
-9% -$35.8K 0.01% 368
2014
Q4 		$384K Sell
10,700
-300
-3% -$10.1K 0.01% 361
2014
Q3 		$334K Sell
11,000
-1,400
-11% -$43.8K 0.01% 385
2014
Q2 		$400K Sell
12,400
-400
-3% -$12.4K 0.01% 365
2014
Q1 		$389K Sell
12,800
-900
-7% -$26.2K 0.01% 360
2013
Q4 		$383K Buy
13,700
+500
+4% +$14.1K 0.01% 420
2013
Q3 		$364K Hold
13,200
– – 0.01% 384
2013
Q2 		$374K Buy
+13,200
New +$394K 0.01% 367

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fort Washington Investment Advisors's XEL Position: Q2 2022 in Review

Fort Washington Investment Advisors sold out of Xcel Energy (XEL) in Q2 2022, closing a stake of 4,550 shares — an estimated $328K sold.

Fort Washington Investment Advisors first reported a position in XEL in Q2 2013 and held it in 23 quarters. The position peaked at $400K in Q2 2014. 943 funds tracked by Wall St. Rank hold XEL as of Q2 2022.

  • Fort Washington Investment Advisors reported no remaining Xcel Energy position as of Q2 2022 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 4,550 Xcel Energy shares in Q2 2022, an estimated $328K.
  • Fort Washington Investment Advisors first reported a position in Xcel Energy in Q2 2013 and held it in 23 quarters.
  • Fort Washington Investment Advisors's Xcel Energy position peaked at $400K in Q2 2014.
  • 943 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2022.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.