Riverbridge Partners’s Xcel Energy XEL Stock Holding History

Riverbridge Partners’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 Q2	–	Sell	-3,200	Closed	-$216K	–	196
2023 Q1	$216K	Hold	3,200	–	–	﹤0.01%	182
2022 Q4	$224K	Hold	3,200	–	–	﹤0.01%	187
2022 Q3	$205K	Hold	3,200	–	–	﹤0.01%	185
2022 Q2	$226K	Sell	3,200 -610	-16%	-$44.4K	﹤0.01%	184
2022 Q1	$275K	Hold	3,810	–	–	﹤0.01%	150
2021 Q4	$258K	Hold	3,810	–	–	﹤0.01%	160
2021 Q3	$238K	Hold	3,810	–	–	﹤0.01%	150
2021 Q2	$251K	Sell	3,810 -3	-0.1%	-$209	﹤0.01%	151
2021 Q1	$254K	Buy	3,813 +3	+0.1%	+$190	﹤0.01%	146
2020 Q4	$254K	Hold	3,810	–	–	﹤0.01%	144
2020 Q3	$263K	Hold	3,810	–	–	﹤0.01%	146
2020 Q2	$238K	Buy	+3,810	New	+$240K	﹤0.01%	140

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Riverbridge Partners's XEL Position: Q2 2023 in Review

Riverbridge Partners sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 3,200 shares — an estimated $216K sold.

Riverbridge Partners first reported a position in XEL in Q2 2020 and held it in 12 quarters. The position peaked at $275K in Q1 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Riverbridge Partners reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
Riverbridge Partners sold 3,200 Xcel Energy shares in Q2 2023, an estimated $216K.
Riverbridge Partners first reported a position in Xcel Energy in Q2 2020 and held it in 12 quarters.
Riverbridge Partners's Xcel Energy position peaked at $275K in Q1 2022.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Riverbridge Partners's 13F filing for Q2 2023, filed 25 Jul 2023.