GC
XEL icon

Garde Capital’s Xcel Energy XEL Stock Holding History

Garde Capital’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 		– Sell
-7,400
Closed -$460K – 284
2023
Q2 		$460K Buy
7,400
+5,378
+266% +$359K 0.04% 148
2023
Q1 		$136K Sell
2,022
-78
-4% -$5.26K 0.01% 217
2022
Q4 		$147K Sell
2,100
-44
-2% -$2.93K 0.02% 204
2022
Q3 		$137K Hold
2,144
– – 0.02% 207
2022
Q2 		$152K Hold
2,144
– – 0.02% 215
2022
Q1 		$155K Hold
2,144
– – 0.02% 227
2021
Q4 		$145K Hold
2,144
– – 0.01% 247
2021
Q3 		$134K Hold
2,144
– – 0.01% 241
2021
Q2 		$141K Sell
2,144
-154
-7% -$10.7K 0.01% 236
2021
Q1 		$153K Hold
2,298
– – 0.02% 211
2020
Q4 		$153K Buy
+2,298
New +$160K 0.02% 206

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

Garde Capital's XEL Position: Q3 2023 in Review

Garde Capital sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 7,400 shares — an estimated $460K sold.

Garde Capital first reported a position in XEL in Q4 2020 and held it in 11 quarters. The position peaked at $460K in Q2 2023. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Garde Capital reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • Garde Capital sold 7,400 Xcel Energy shares in Q3 2023, an estimated $460K.
  • Garde Capital first reported a position in Xcel Energy in Q4 2020 and held it in 11 quarters.
  • Garde Capital's Xcel Energy position peaked at $460K in Q2 2023.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Garde Capital's 13F filing for Q3 2023, filed 17 Nov 2023.