PVH
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Psagot Value Holdings’s Xcel Energy XEL Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-2
Closed – – 537
2023
Q4 		$0 Sell
2
-1
-33% -$60 ﹤0.01% 619
2023
Q3 		$0 Buy
3
+1
+50% +$60 ﹤0.01% 633
2023
Q2 		$0 Sell
2
-7
-78% -$467 ﹤0.01% 640
2023
Q1 		$1K Sell
9
-2,291
-100% -$155K ﹤0.01% 484
2022
Q4 		$161K Sell
2,300
-63
-3% -$4.19K 0.05% 218
2022
Q3 		$151K Hold
2,363
– – 0.04% 212
2022
Q2 		$167K Hold
2,363
– – 0.04% 202
2022
Q1 		$171K Hold
2,363
– – 0.04% 215
2021
Q4 		$160K Hold
2,363
– – 0.03% 231
2021
Q3 		$148K Hold
2,363
– – 0.03% 284
2021
Q2 		$156K Buy
+2,363
New +$164K 0.01% 311
2020
Q4 		– Sell
-5,980
Closed -$413K – 431
2020
Q3 		$413K Sell
5,980
-930
-13% -$63.5K 0.01% 217
2020
Q2 		$432K Sell
6,910
-5,390
-44% -$340K 0.01% 198
2020
Q1 		$742K Sell
12,300
-2,700
-18% -$176K 0.03% 154
2019
Q4 		$952K Hold
15,000
– – 0.03% 178
2019
Q3 		$973K Hold
15,000
– – 0.04% 157
2019
Q2 		$892K Hold
15,000
– – 0.04% 180
2019
Q1 		$843K Sell
15,000
-1,840
-11% -$97.9K 0.04% 186
2018
Q4 		$830K Buy
16,840
+14,200
+538% +$712K 0.04% 182
2018
Q3 		$125K Buy
+2,640
New +$125K 0.01% 257

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return