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Foster Dykema Cabot & Co’s Xcel Energy XEL Stock Holding History

Foster Dykema Cabot & 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
Q3 		$57K Hold
1,000
– – 0.01% 157
2023
Q2 		$62K Hold
1,000
– – 0.01% 159
2023
Q1 		$67K Buy
+1,000
New +$67.5K 0.01% 134

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Foster Dykema Cabot & Co's XEL Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Xcel Energy (XEL) position steady in Q3 2023 at 1,000 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #157.

Foster Dykema Cabot & Co first reported a position in XEL in Q1 2023 and has held it in 3 quarters since. The position peaked at $67K in Q1 2023. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Foster Dykema Cabot & Co held 1,000 shares of Xcel Energy worth $57K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Xcel Energy share count unchanged in Q3 2023.
  • Xcel Energy made up 0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #157 holding.
  • Foster Dykema Cabot & Co first reported a position in Xcel Energy in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's Xcel Energy position peaked at $67K in Q1 2023.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.