PEAK6 Investments’s Xcel Energy XEL Stock Holding History

PEAK6 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
2024 Q3	$545K	Sell	8,348 -79,478	-90%	-$4.71M	﹤0.01%	2261
2024 Q2	$4.69M	Sell	87,826 -12,009	-12%	-$653K	0.01%	880
2024 Q1	$5.37M	Buy	+99,835	New	+$5.7M	0.01%	789
2023 Q4	–	Sell	-603	Closed	-$36.2K	–	4925
2023 Q3	$34.5K	Sell	603 -5,512	-90%	-$331K	﹤0.01%	3688
2023 Q2	$380K	Sell	6,115 -7,576	-55%	-$506K	﹤0.01%	2406
2023 Q1	$923K	Sell	13,691 -11,375	-45%	-$768K	﹤0.01%	1902
2022 Q4	$1.76M	Sell	25,066 -20,051	-44%	-$1.33M	0.01%	1446
2022 Q3	$2.89M	Buy	45,117 +7,006	+18%	+$510K	0.01%	1252
2022 Q2	$2.64M	Buy	+38,111	New	+$2.77M	0.01%	2010
2021 Q4	–	Sell	-3,723	Closed	-$243K	–	5898
2021 Q3	$233K	Sell	3,723 -4,845	-57%	-$327K	﹤0.01%	3881
2021 Q2	$564K	Buy	8,568 +4,172	+95%	+$290K	﹤0.01%	3120
2021 Q1	$292K	Sell	4,396 -10,313	-70%	-$652K	﹤0.01%	3649
2020 Q4	$981K	Buy	+14,709	New	+$1.03M	﹤0.01%	2505

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

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

Bank of America

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

Aristotle Capital Management

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

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