Fund Management at Engine No 1’s Xcel Energy XEL Stock Holding History

Fund Management at Engine No 1’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	-7,885	Closed	-$451K	–	424
2023 Q3	$451K	Buy	7,885 +717	+10%	+$43.1K	0.07%	260
2023 Q2	$446K	Buy	7,168 +537	+8%	+$35.9K	0.08%	246
2023 Q1	$447K	Buy	6,631 +606	+10%	+$40.9K	0.09%	223
2022 Q4	$422K	Buy	6,025 +766	+15%	+$51K	0.1%	203
2022 Q3	$337K	Sell	5,259 -240	-4%	-$17.5K	0.1%	207
2022 Q2	$389K	Buy	5,499 +940	+21%	+$68.4K	0.1%	190
2022 Q1	$329K	Buy	+4,559	New	+$313K	0.08%	237

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fund Management at Engine No 1's XEL Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 7,885 shares — an estimated $451K sold.

Fund Management at Engine No 1 first reported a position in XEL in Q1 2022 and held it in 7 quarters. The position peaked at $451K in Q3 2023. 1,017 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 7,885 Xcel Energy shares in Q4 2023, an estimated $451K.
Fund Management at Engine No 1 first reported a position in Xcel Energy in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Xcel Energy position peaked at $451K in Q3 2023.
1,017 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.