HCC
XEL icon

Hirtle Callaghan & Co’s Xcel Energy XEL Stock Holding History

Hirtle Callaghan & Co’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
Q1 		– Sell
-44,800
Closed -$3.14M – 110
2022
Q4 		$3.14M Hold
44,800
– – 0.19% 44
2022
Q3 		$2.87M Buy
+44,800
New +$3.26M 0.21% 41

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hirtle Callaghan & Co's XEL Position: Q1 2023 in Review

Hirtle Callaghan & Co sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 44,800 shares — an estimated $3.14M sold.

Hirtle Callaghan & Co first reported a position in XEL in Q3 2022 and held it in 2 quarters. The position peaked at $3.14M in Q4 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

  • Hirtle Callaghan & Co reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 44,800 Xcel Energy shares in Q1 2023, an estimated $3.14M.
  • Hirtle Callaghan & Co first reported a position in Xcel Energy in Q3 2022 and held it in 2 quarters.
  • Hirtle Callaghan & Co's Xcel Energy position peaked at $3.14M in Q4 2022.
  • 969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2023, filed 11 May 2023.