NinePointTwo Capital’s Xcel Energy XEL Stock Holding History

NinePointTwo Capital’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 Q1	–	Sell	-3,650	Closed	-$255K	–	312
2022 Q4	$255K	Buy	+3,650	New	+$243K	0.11%	59

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NinePointTwo Capital's XEL Position: Q1 2023 in Review

NinePointTwo Capital sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 3,650 shares — an estimated $255K sold.

NinePointTwo Capital first reported a position in XEL in Q4 2022 and held it in 1 quarter. The position peaked at $255K in Q4 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

NinePointTwo Capital reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
NinePointTwo Capital sold 3,650 Xcel Energy shares in Q1 2023, an estimated $255K.
NinePointTwo Capital first reported a position in Xcel Energy in Q4 2022 and held it in 1 quarter.
NinePointTwo Capital's Xcel Energy position peaked at $255K in Q4 2022.
969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on NinePointTwo Capital's 13F filing for Q1 2023, filed 15 May 2023.