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Next Financial Group’s Xcel Energy XEL Stock Holding History

Next 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
2021
Q4 		$102K Buy
1,512
+908
+150% +$59.2K 0.01% 1151
2021
Q3 		$38K Buy
604
+53
+10% +$3.58K ﹤0.01% 1536
2021
Q2 		$36K Buy
551
+15
+3% +$1.04K ﹤0.01% 1526
2021
Q1 		$35K Sell
536
-362
-40% -$22.9K ﹤0.01% 1429
2020
Q4 		$60K Sell
898
-41
-4% -$2.86K 0.01% 1145
2020
Q3 		$65K Buy
+939
New +$64.1K 0.01% 1017
2020
Q2 		– Sell
-1,030
Closed -$62K – 1904
2020
Q1 		$62K Sell
1,030
-320
-24% -$20.9K 0.01% 915
2019
Q4 		$86K Buy
1,350
+315
+30% +$19.7K 0.01% 1008
2019
Q3 		$67K Sell
1,035
-1,215
-54% -$75.7K 0.01% 1048
2019
Q2 		$134K Buy
2,250
+545
+32% +$31.3K 0.01% 809
2019
Q1 		$96K Sell
1,705
-790
-32% -$42K 0.02% 545
2018
Q4 		$123K Buy
2,495
+490
+24% +$24.6K 0.03% 531
2018
Q3 		$95K Buy
+2,005
New +$94.7K 0.04% 369
2018
Q1 		– Sell
-4,311
Closed -$207K – 423
2017
Q4 		$207K Sell
4,311
-2,000
-32% -$99.3K 0.09% 248
2017
Q3 		$307K Sell
6,311
-1,600
-20% -$76.8K 0.09% 236
2017
Q2 		$363K Sell
7,911
-275
-3% -$12.7K 0.09% 239
2017
Q1 		$369K Sell
8,186
-3,675
-31% -$156K 0.1% 204
2016
Q4 		$483K Buy
11,861
+2,621
+28% +$105K 0.08% 264
2016
Q3 		$380K Buy
9,240
+2,950
+47% +$126K 0.07% 296
2016
Q2 		$281K Buy
6,290
+50
+0.8% +$2.07K 0.09% 229
2016
Q1 		$260K Sell
6,240
-1,925
-24% -$75K 0.09% 223
2015
Q4 		$293K Sell
8,165
-50
-0.6% -$1.78K 0.11% 187
2015
Q3 		$290K Sell
8,215
-400
-5% -$13.6K 0.1% 211
2015
Q2 		$277K Sell
8,615
-275
-3% -$9.25K 0.1% 225
2015
Q1 		$309K Sell
8,890
-350
-4% -$12.5K 0.1% 220
2014
Q4 		$332K Sell
9,240
-3,651
-28% -$123K 0.11% 206
2014
Q3 		$392K Buy
+12,891
New +$403K 0.08% 290

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Next Financial Group's XEL Position: Q4 2021 in Review

Next Financial Group increased its Xcel Energy (XEL) stake by 150% in Q4 2021, buying an estimated $59.2K and bringing the position to 1,512 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #1151.

Next Financial Group first reported a position in XEL in Q3 2014 and has held it in 27 quarters since. The position peaked at $483K in Q4 2016. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

  • Next Financial Group held 1,512 shares of Xcel Energy worth $102K as of Q4 2021.
  • Next Financial Group bought 908 Xcel Energy shares in Q4 2021, an estimated $59.2K.
  • Xcel Energy made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1151 holding.
  • Next Financial Group first reported a position in Xcel Energy in Q3 2014 and has held it in 27 quarters since.
  • Next Financial Group's Xcel Energy position peaked at $483K in Q4 2016.
  • 910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.