Investors Asset Management of Georgia’s Xcel Energy XEL Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-1,200	Closed	-$77K	–	533
2022 Q3	$77K	Hold	1,200	–	–	0.04%	245
2022 Q2	$85K	Buy	+1,200	New	+$87.3K	0.04%	213

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Investors Asset Management of Georgia's XEL Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 1,200 shares — an estimated $77K sold.

Investors Asset Management of Georgia first reported a position in XEL in Q2 2022 and held it in 2 quarters. The position peaked at $85K in Q2 2022. 984 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 1,200 Xcel Energy shares in Q4 2022, an estimated $77K.
Investors Asset Management of Georgia first reported a position in Xcel Energy in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Xcel Energy position peaked at $85K in Q2 2022.
984 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.