NEI
XEL icon

Northwest & Ethical Investments’s Xcel Energy XEL Stock Holding History

Northwest & Ethical Investments’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
Q3 		– Sell
-128,156
Closed -$7.97M – 404
2023
Q2 		$7.97M Buy
128,156
+5,442
+4% +$363K 0.26% 125
2023
Q1 		$8.28M Hold
122,714
– – 0.27% 118
2022
Q4 		$8.6M Buy
+122,714
New +$8.16M 0.3% 116

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northwest & Ethical Investments's XEL Position: Q3 2023 in Review

Northwest & Ethical Investments sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 128,156 shares — an estimated $7.97M sold.

Northwest & Ethical Investments first reported a position in XEL in Q4 2022 and held it in 3 quarters. The position peaked at $8.6M in Q4 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Northwest & Ethical Investments reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • Northwest & Ethical Investments sold 128,156 Xcel Energy shares in Q3 2023, an estimated $7.97M.
  • Northwest & Ethical Investments first reported a position in Xcel Energy in Q4 2022 and held it in 3 quarters.
  • Northwest & Ethical Investments's Xcel Energy position peaked at $8.6M in Q4 2022.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Northwest & Ethical Investments's 13F filing for Q3 2023, filed 9 Jul 2025.