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Jackson Creek Investment Advisors’s Xcel Energy XEL Stock Holding History

Jackson Creek Investment Advisors’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
Q3 		– Sell
-5,209
Closed -$324K – 368
2023
Q2 		$324K Sell
5,209
-1,043
-17% -$69.6K 0.13% 281
2023
Q1 		$422K Hold
6,252
– – 0.18% 262
2022
Q4 		$438K Sell
6,252
-36
-0.6% -$2.4K 0.19% 248
2022
Q3 		$402K Buy
6,288
+34
+0.5% +$2.48K 0.19% 243
2022
Q2 		$458K Sell
6,254
-26
-0.4% -$1.89K 0.19% 247
2022
Q1 		$453K Sell
6,280
-233
-4% -$16K 0.17% 255
2021
Q4 		$441K Sell
6,513
-35
-0.5% -$2.28K 0.16% 244
2021
Q3 		$409K Sell
6,548
-168
-3% -$11.3K 0.15% 248
2021
Q2 		$442K Sell
6,716
-3
-0% -$209 0.16% 240
2021
Q1 		$447K Buy
6,719
+299
+5% +$18.9K 0.16% 248
2020
Q4 		$428K Sell
6,420
-18
-0.3% -$1.25K 0.17% 244
2020
Q3 		$444K Buy
+6,438
New +$439K 0.2% 241

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jackson Creek Investment Advisors's XEL Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 5,209 shares — an estimated $324K sold.

Jackson Creek Investment Advisors first reported a position in XEL in Q3 2020 and held it in 12 quarters. The position peaked at $458K in Q2 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 5,209 Xcel Energy shares in Q3 2023, an estimated $324K.
  • Jackson Creek Investment Advisors first reported a position in Xcel Energy in Q3 2020 and held it in 12 quarters.
  • Jackson Creek Investment Advisors's Xcel Energy position peaked at $458K in Q2 2022.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.