Pictet Asset Management (Switzerland)’s Xcel Energy XEL Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$178M	Sell	2,859,000 -91,980	-3%	-$6.14M	0.21%	126
2023 Q1	$199M	Sell	2,950,980 -76,731	-3%	-$5.18M	0.25%	121
2022 Q4	$212M	Sell	3,027,711 -41,419	-1%	-$2.76M	0.31%	89
2022 Q3	$196M	Sell	3,069,130 -630,739	-17%	-$45.9M	0.29%	100
2022 Q2	$262M	Sell	3,699,869 -435,791	-11%	-$31.7M	0.36%	69
2022 Q1	$298M	Sell	4,135,660 -216,722	-5%	-$14.9M	0.34%	78
2021 Q4	$295M	Buy	4,352,382 +11,138	+0.3%	+$726K	0.29%	94
2021 Q3	$271M	Buy	+4,341,244	New	+$293M	0.3%	95

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s XEL Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Xcel Energy (XEL) stake by 3.1% in Q2 2023, selling an estimated $6.14M and leaving 2,859,000 shares worth $178M. The position accounts for 0.21% of the portfolio, ranked #126.

Pictet Asset Management (Switzerland) first reported a position in XEL in Q3 2021 and has held it in 8 quarters since. The position peaked at $298M in Q1 2022. 962 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Pictet Asset Management (Switzerland) held 2,859,000 shares of Xcel Energy worth $178M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 91,980 Xcel Energy shares in Q2 2023, an estimated $6.14M.
Xcel Energy made up 0.21% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #126 holding.
Pictet Asset Management (Switzerland) first reported a position in Xcel Energy in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Xcel Energy position peaked at $298M in Q1 2022.
962 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.