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Meristem Family Wealth’s Xcel Energy XEL Stock Holding History

Meristem Family Wealth’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 		$240K Sell
3,324
-82
-2% -$5.63K 0.03% 296
2021
Q4 		$231K Sell
3,406
-40
-1% -$2.61K 0.02% 339
2021
Q3 		$215K Buy
+3,446
New +$233K 0.02% 385

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meristem Family Wealth's XEL Position: Q1 2022 in Review

Meristem Family Wealth reduced its Xcel Energy (XEL) stake by 2.4% in Q1 2022, selling an estimated $5.63K and leaving 3,324 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #296.

Meristem Family Wealth first reported a position in XEL in Q3 2021 and has held it in 3 quarters since. 931 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

  • Meristem Family Wealth held 3,324 shares of Xcel Energy worth $240K as of Q1 2022.
  • Meristem Family Wealth sold 82 Xcel Energy shares in Q1 2022, an estimated $5.63K.
  • Xcel Energy made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #296 holding.
  • Meristem Family Wealth first reported a position in Xcel Energy in Q3 2021 and has held it in 3 quarters since.
  • 931 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.