Polianta Ltd’s Xcel Energy XEL Stock Holding History

Polianta Ltd’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 Q2	–	Sell	-21,500	Closed	-$1.16M	–	98
2024 Q1	$1.16M	Buy	+21,500	New	+$1.23M	0.56%	47

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Polianta Ltd's XEL Position: Q2 2024 in Review

Polianta Ltd sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 21,500 shares — an estimated $1.16M sold.

Polianta Ltd first reported a position in XEL in Q1 2024 and held it in 1 quarter. The position peaked at $1.16M in Q1 2024. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

Polianta Ltd reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
Polianta Ltd sold 21,500 Xcel Energy shares in Q2 2024, an estimated $1.16M.
Polianta Ltd first reported a position in Xcel Energy in Q1 2024 and held it in 1 quarter.
Polianta Ltd's Xcel Energy position peaked at $1.16M in Q1 2024.
971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Polianta Ltd's 13F filing for Q2 2024, filed 5 Jul 2024.