Perpetual Investment Management’s Xcel Energy XEL Stock Holding History

Perpetual Investment Management’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	$224K	Hold	3,200	–	–	0.03%	198
2022 Q3	$205K	Hold	3,200	–	–	0.03%	204
2022 Q2	$226K	Hold	3,200	–	–	0.03%	199
2022 Q1	$231K	Hold	3,200	–	–	0.03%	216
2021 Q4	$217K	Hold	3,200	–	–	0.02%	219
2021 Q3	$200K	Hold	3,200	–	–	0.03%	213
2021 Q2	$211K	Hold	3,200	–	–	0.03%	207
2021 Q1	$212K	Hold	3,200	–	–	0.04%	203
2020 Q4	$210K	Buy	+3,200	New	+$223K	0.03%	214

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Perpetual Investment Management's XEL Position: Q4 2022 in Review

Perpetual Investment Management held its Xcel Energy (XEL) position steady in Q4 2022 at 3,200 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #198.

Perpetual Investment Management first reported a position in XEL in Q4 2020 and has held it in 9 quarters since. The position peaked at $231K in Q1 2022. 984 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

Perpetual Investment Management held 3,200 shares of Xcel Energy worth $224K as of Q4 2022.
Perpetual Investment Management left its Xcel Energy share count unchanged in Q4 2022.
Xcel Energy made up 0.03% of Perpetual Investment Management's portfolio in Q4 2022, its #198 holding.
Perpetual Investment Management first reported a position in Xcel Energy in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Xcel Energy position peaked at $231K in Q1 2022.
984 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.