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Logan Capital Management’s Xcel Energy XEL Stock Holding History

Logan 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
Q4 		– Sell
-7
Closed -$401 – 525
2023
Q3 		$401 Hold
7
– – ﹤0.01% 473
2023
Q2 		$435 Hold
7
– – ﹤0.01% 471
2023
Q1 		$472 Hold
7
– – ﹤0.01% 483
2022
Q4 		$491 Hold
7
– – ﹤0.01% 512
2022
Q3 		$0 Hold
7
– – ﹤0.01% 540
2022
Q2 		$0 Buy
+7
New +$509 ﹤0.01% 547

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $153B AUM 38.14% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Logan Capital Management's XEL Position: Q4 2023 in Review

Logan Capital Management sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 7 shares — an estimated $401 sold.

Logan Capital Management first reported a position in XEL in Q2 2022 and held it in 6 quarters. The position peaked at $491 in Q4 2022. 1,018 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Logan Capital Management reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • Logan Capital Management sold 7 Xcel Energy shares in Q4 2023, an estimated $401.
  • Logan Capital Management first reported a position in Xcel Energy in Q2 2022 and held it in 6 quarters.
  • Logan Capital Management's Xcel Energy position peaked at $491 in Q4 2022.
  • 1,018 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Logan Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.