Railway Pension Investments’s Xcel Energy XEL Stock Holding History

Railway Pension Investments’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 Q3	–	Sell	-64,700	Closed	-$4.02M	–	220
2023 Q2	$4.02M	Hold	64,700	–	–	0.04%	196
2023 Q1	$4.36M	Hold	64,700	–	–	0.04%	190
2022 Q4	$4.54M	Hold	64,700	–	–	0.05%	190
2022 Q3	$4.14M	Buy	+64,700	New	+$4.71M	0.04%	196
2020 Q4	–	Sell	-280,791	Closed	-$19.4M	–	288
2020 Q3	$19.4M	Hold	280,791	–	–	0.2%	117
2020 Q2	$17.5M	Buy	280,791 +2,400	+0.9%	+$151K	0.2%	117
2020 Q1	$16.8M	Sell	278,391 -3,100	-1%	-$202K	0.23%	100
2019 Q4	$17.9M	Sell	281,491 -150,479	-35%	-$9.41M	0.2%	115
2019 Q3	$28M	Sell	431,970 -940	-0.2%	-$58.6K	0.34%	83
2019 Q2	$25.8M	Buy	432,910 +400	+0.1%	+$23K	0.33%	76
2019 Q1	$24.3M	Buy	432,510 +251,135	+138%	+$13.4M	0.34%	80
2018 Q4	$8.94M	Buy	+181,375	New	+$9.1M	0.18%	132

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Railway Pension Investments's XEL Position: Q3 2023 in Review

Railway Pension Investments sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 64,700 shares — an estimated $4.02M sold.

Railway Pension Investments first reported a position in XEL in Q4 2018 and held it in 12 quarters. The position peaked at $28M in Q3 2019. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Railway Pension Investments reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
Railway Pension Investments sold 64,700 Xcel Energy shares in Q3 2023, an estimated $4.02M.
Railway Pension Investments first reported a position in Xcel Energy in Q4 2018 and held it in 12 quarters.
Railway Pension Investments's Xcel Energy position peaked at $28M in Q3 2019.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Railway Pension Investments's 13F filing for Q3 2023, filed 25 Oct 2023.