Q3 Asset Management’s Xcel Energy XEL Stock Holding History

Q3 Asset 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 Q3	–	Sell	-4,069	Closed	-$287K	–	61
2022 Q2	$287K	Buy	+4,069	New	+$296K	0.22%	37

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Q3 Asset Management's XEL Position: Q3 2022 in Review

Q3 Asset Management sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 4,069 shares — an estimated $287K sold.

Q3 Asset Management first reported a position in XEL in Q2 2022 and held it in 1 quarter. The position peaked at $287K in Q2 2022. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

Q3 Asset Management reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
Q3 Asset Management sold 4,069 Xcel Energy shares in Q3 2022, an estimated $287K.
Q3 Asset Management first reported a position in Xcel Energy in Q2 2022 and held it in 1 quarter.
Q3 Asset Management's Xcel Energy position peaked at $287K in Q2 2022.
937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Q3 Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.