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Investors Financial Group’s Xcel Energy XEL Stock Holding History

Investors Financial Group’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
Q1 		– Sell
-31,425
Closed -$2.13M – 194
2021
Q4 		$2.13M Buy
31,425
+332
+1% +$21.6K 0.99% 19
2021
Q3 		$1.94M Buy
31,093
+213
+0.7% +$14.4K 1.03% 20
2021
Q2 		$2.03M Buy
30,880
+82
+0.3% +$5.71K 1.09% 15
2021
Q1 		$2.05M Buy
30,798
+1,637
+6% +$103K 1.2% 16
2020
Q4 		$1.94M Buy
29,161
+473
+2% +$33K 1.28% 17
2020
Q3 		$1.98M Buy
28,688
+11
+0% +$750 1.48% 14
2020
Q2 		$1.79M Sell
28,677
-427
-1% -$26.9K 1.47% 15
2020
Q1 		$1.75M Sell
29,104
-84
-0.3% -$5.47K 1.77% 13
2019
Q4 		$1.85M Buy
+29,188
New +$1.83M 1.51% 16

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Investors Financial Group's XEL Position: Q1 2022 in Review

Investors Financial Group sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 31,425 shares — an estimated $2.13M sold.

Investors Financial Group first reported a position in XEL in Q4 2019 and held it in 9 quarters. The position peaked at $2.13M in Q4 2021. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

  • Investors Financial Group reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 31,425 Xcel Energy shares in Q1 2022, an estimated $2.13M.
  • Investors Financial Group first reported a position in Xcel Energy in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Xcel Energy position peaked at $2.13M in Q4 2021.
  • 930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.