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Greenland Capital Management’s Xcel Energy XEL Stock Holding History

Greenland Capital Management’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
2024
Q2 		– Sell
-40,050
Closed -$2.15M – 478
2024
Q1 		$2.15M Buy
+40,050
New +$2.29M 0.24% 106
2023
Q2 		– Sell
-158,341
Closed -$10.7M – 401
2023
Q1 		$10.7M Buy
+158,341
New +$10.7M 1.16% 16

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenland Capital Management's XEL Position: Q2 2024 in Review

Greenland Capital Management sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 40,050 shares — an estimated $2.15M sold.

Greenland Capital Management first reported a position in XEL in Q1 2023 and held it in 2 quarters. The position peaked at $10.7M in Q1 2023. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Greenland Capital Management reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Greenland Capital Management sold 40,050 Xcel Energy shares in Q2 2024, an estimated $2.15M.
  • Greenland Capital Management first reported a position in Xcel Energy in Q1 2023 and held it in 2 quarters.
  • Greenland Capital Management's Xcel Energy position peaked at $10.7M in Q1 2023.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Greenland Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.