H6H
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Hightower 6M Holding’s Xcel Energy XEL Stock Holding History

Hightower 6M Holding’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
2022
Q3 		– Sell
-3,048
Closed -$216K – 360
2022
Q2 		$216K Sell
3,048
-4
-0.1% -$291 0.02% 262
2022
Q1 		$220K Buy
+3,052
New +$210K 0.02% 291

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $315B AUM 27.84% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hightower 6M Holding's XEL Position: Q3 2022 in Review

Hightower 6M Holding sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 3,048 shares — an estimated $216K sold.

Hightower 6M Holding first reported a position in XEL in Q1 2022 and held it in 2 quarters. The position peaked at $220K in Q1 2022. 938 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

  • Hightower 6M Holding reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
  • Hightower 6M Holding sold 3,048 Xcel Energy shares in Q3 2022, an estimated $216K.
  • Hightower 6M Holding first reported a position in Xcel Energy in Q1 2022 and held it in 2 quarters.
  • Hightower 6M Holding's Xcel Energy position peaked at $220K in Q1 2022.
  • 938 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.