Redpoint Investment Management’s Xcel Energy XEL Stock Holding History

Redpoint Investment 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	$817K	Sell	12,759 -54	-0.4%	-$3.93K	0.12%	214
2022 Q2	$907K	Buy	12,813 +298	+2%	+$21.7K	0.11%	227
2022 Q1	$903K	Sell	12,515 -35,063	-74%	-$2.41M	0.09%	263
2021 Q4	$3.22M	Hold	47,578	–	–	0.26%	95
2021 Q3	$2.97M	Sell	47,578 -503	-1%	-$34K	0.25%	101
2021 Q2	$3.17M	Sell	48,081 -2,184	-4%	-$152K	0.26%	97
2021 Q1	$3.34M	Hold	50,265	–	–	0.28%	89
2020 Q4	$3.35M	Sell	50,265 -1,900	-4%	-$132K	0.34%	73
2020 Q3	$3.6M	Sell	52,165 -4,175	-7%	-$285K	0.39%	64
2020 Q2	$3.52M	Buy	56,340 +5,538	+11%	+$349K	0.19%	122
2020 Q1	$3.06M	Sell	50,802 -1,679	-3%	-$109K	0.19%	129
2019 Q4	$3.33M	Buy	52,481 +1,958	+4%	+$122K	0.16%	163
2019 Q3	$3.28M	Sell	50,523 -895	-2%	-$55.8K	0.17%	152
2019 Q2	$3.06M	Sell	51,418 -12,486	-20%	-$718K	0.16%	159
2019 Q1	$3.59M	Hold	63,904	–	–	0.18%	140
2018 Q4	$3.15M	Sell	63,904 -12,749	-17%	-$639K	0.18%	148
2018 Q3	$3.62M	Hold	76,653	–	–	0.18%	146
2018 Q2	$3.5M	Sell	76,653 -267	-0.3%	-$12K	0.19%	146
2018 Q1	$3.5M	Hold	76,920	–	–	0.19%	144
2017 Q4	$3.7M	Buy	+76,920	New	+$3.82M	0.2%	134

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

Redpoint Investment Management's XEL Position: Q3 2022 in Review

Redpoint Investment Management reduced its Xcel Energy (XEL) stake by 0.42% in Q3 2022, selling an estimated $3.93K and leaving 12,759 shares worth $817K. The position accounts for 0.12% of the portfolio, ranked #214.

Redpoint Investment Management first reported a position in XEL in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.7M in Q4 2017. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

Redpoint Investment Management held 12,759 shares of Xcel Energy worth $817K as of Q3 2022.
Redpoint Investment Management sold 54 Xcel Energy shares in Q3 2022, an estimated $3.93K.
Xcel Energy made up 0.12% of Redpoint Investment Management's portfolio in Q3 2022, its #214 holding.
Redpoint Investment Management first reported a position in Xcel Energy in Q4 2017 and has held it in 20 quarters since.
Redpoint Investment Management's Xcel Energy position peaked at $3.7M in Q4 2017.
937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Redpoint Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.