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Hollencrest Capital Management’s Xcel Energy XEL Stock Holding History

Hollencrest 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
2023
Q1 		– Sell
-70
Closed -$4.91K – 1188
2022
Q4 		$4.91K Buy
+70
New +$4.66K ﹤0.01% 832
2016
Q3 		– Sell
-6,527
Closed -$292K – 415
2016
Q2 		$292K Buy
6,527
+57
+0.9% +$2.36K 0.05% 276
2016
Q1 		$271K Buy
+6,470
New +$252K 0.05% 268

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

Hollencrest Capital Management's XEL Position: Q1 2023 in Review

Hollencrest Capital Management sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 70 shares — an estimated $4.91K sold.

Hollencrest Capital Management first reported a position in XEL in Q1 2016 and held it in 3 quarters. The position peaked at $292K in Q2 2016. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

  • Hollencrest Capital Management reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
  • Hollencrest Capital Management sold 70 Xcel Energy shares in Q1 2023, an estimated $4.91K.
  • Hollencrest Capital Management first reported a position in Xcel Energy in Q1 2016 and held it in 3 quarters.
  • Hollencrest Capital Management's Xcel Energy position peaked at $292K in Q2 2016.
  • 969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Hollencrest Capital Management's 13F filing for Q1 2023, filed 16 May 2023.