Meritage Group’s Xcel Energy XEL Stock Holding History

Meritage 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
2024 Q2	–	Sell	-5,666	Closed	-$305K	–	76
2024 Q1	$305K	Buy	5,666 +1,397	+33%	+$79.8K	0.01%	31
2023 Q4	$264K	Sell	4,269 -412	-9%	-$24.7K	0.01%	43
2023 Q3	$268K	Buy	4,681 +1,210	+35%	+$72.7K	0.01%	33
2023 Q2	$216K	Buy	3,471 +222	+7%	+$14.8K	0.01%	47
2023 Q1	$219K	Sell	3,249 -167	-5%	-$11.3K	0.01%	44
2022 Q4	$239K	Buy	+3,416	New	+$227K	0.01%	21

Other funds holding XEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meritage Group's XEL Position: Q2 2024 in Review

Meritage Group sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 5,666 shares — an estimated $305K sold.

Meritage Group first reported a position in XEL in Q4 2022 and held it in 6 quarters. The position peaked at $305K in Q1 2024. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

Meritage Group reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
Meritage Group sold 5,666 Xcel Energy shares in Q2 2024, an estimated $305K.
Meritage Group first reported a position in Xcel Energy in Q4 2022 and held it in 6 quarters.
Meritage Group's Xcel Energy position peaked at $305K in Q1 2024.
971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Meritage Group's 13F filing for Q2 2024, filed 13 Aug 2024.