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Pendal Group’s Xcel Energy XEL Stock Holding History

Pendal 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
2022
Q4 		– Sell
-3,830
Closed -$245K – 536
2022
Q3 		$245K Buy
+3,830
New +$279K ﹤0.01% 420
2018
Q2 		– Sell
-4,949
Closed -$225K – 491
2018
Q1 		$225K Sell
4,949
-312
-6% -$13.9K ﹤0.01% 430
2017
Q4 		$253K Sell
5,261
-4,630
-47% -$230K ﹤0.01% 414
2017
Q3 		$468K Sell
9,891
-209
-2% -$10K 0.01% 377
2017
Q2 		$463K Buy
+10,100
New +$465K 0.01% 366

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pendal Group's XEL Position: Q4 2022 in Review

Pendal Group sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 3,830 shares — an estimated $245K sold.

Pendal Group first reported a position in XEL in Q2 2017 and held it in 5 quarters. The position peaked at $468K in Q3 2017. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

  • Pendal Group reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
  • Pendal Group sold 3,830 Xcel Energy shares in Q4 2022, an estimated $245K.
  • Pendal Group first reported a position in Xcel Energy in Q2 2017 and held it in 5 quarters.
  • Pendal Group's Xcel Energy position peaked at $468K in Q3 2017.
  • 983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.