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Industrial Alliance Investment Management’s Xcel Energy XEL Stock Holding History

Industrial Alliance Investment 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
Q2 		– Sell
-44,661
Closed -$3.01M – 505
2023
Q1 		$3.01M Buy
44,661
+12,966
+41% +$875K 0.08% 189
2022
Q4 		$2.22M Sell
31,695
-2,401
-7% -$160K 0.06% 219
2022
Q3 		$2.18M Buy
34,096
+1,423
+4% +$104K 0.06% 215
2022
Q2 		$2.31M Buy
32,673
+1,330
+4% +$96.8K 0.07% 208
2022
Q1 		$2.26M Buy
31,343
+3,372
+12% +$232K 0.05% 236
2021
Q4 		$1.89M Buy
+27,971
New +$1.82M 0.04% 242

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Industrial Alliance Investment Management's XEL Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 44,661 shares — an estimated $3.01M sold.

Industrial Alliance Investment Management first reported a position in XEL in Q4 2021 and held it in 6 quarters. The position peaked at $3.01M in Q1 2023. 962 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 44,661 Xcel Energy shares in Q2 2023, an estimated $3.01M.
  • Industrial Alliance Investment Management first reported a position in Xcel Energy in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Xcel Energy position peaked at $3.01M in Q1 2023.
  • 962 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.