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Oversea-Chinese Banking Corp (OCBC)’s Xcel Energy XEL Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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
Q4 		– Sell
-3,662
Closed -$239K – 455
2024
Q3 		$239K Buy
+3,662
New +$217K 0.01% 368
2023
Q3 		– Sell
-7,843
Closed -$488K – 425
2023
Q2 		$488K Buy
+7,843
New +$524K 0.02% 225

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s XEL Position: Q4 2024 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 3,662 shares — an estimated $239K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in XEL in Q2 2023 and held it in 2 quarters. The position peaked at $488K in Q2 2023. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Oversea-Chinese Banking Corp (OCBC) reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Oversea-Chinese Banking Corp (OCBC) sold 3,662 Xcel Energy shares in Q4 2024, an estimated $239K.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in Xcel Energy in Q2 2023 and held it in 2 quarters.
  • Oversea-Chinese Banking Corp (OCBC)'s Xcel Energy position peaked at $488K in Q2 2023.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q4 2024, filed 11 Feb 2025.