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Gyroscope Capital Management Group’s Xcel Energy XEL Stock Holding History

Gyroscope Capital Management Group’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
Q2 		– Sell
-3,200
Closed -$216K – 219
2023
Q1 		$216K Buy
+3,200
New +$216K 0.06% 162
2017
Q3 		– Sell
-8,308
Closed -$381K – 130
2017
Q2 		$381K Buy
+8,308
New +$382K 0.19% 65

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gyroscope Capital Management Group's XEL Position: Q2 2023 in Review

Gyroscope Capital Management Group sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 3,200 shares — an estimated $216K sold.

Gyroscope Capital Management Group first reported a position in XEL in Q2 2017 and held it in 2 quarters. The position peaked at $381K in Q2 2017. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

  • Gyroscope Capital Management Group reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 3,200 Xcel Energy shares in Q2 2023, an estimated $216K.
  • Gyroscope Capital Management Group first reported a position in Xcel Energy in Q2 2017 and held it in 2 quarters.
  • Gyroscope Capital Management Group's Xcel Energy position peaked at $381K in Q2 2017.
  • 961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q2 2023, filed 8 Aug 2023.