Sagefield Capital’s Xcel Energy XEL Stock Holding History

Sagefield Capital’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 Q2	–	Sell	-21,350	Closed	-$1.15M	–	103
2024 Q1	$1.15M	Buy	+21,350	New	+$1.22M	0.14%	76

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sagefield Capital's XEL Position: Q2 2024 in Review

Sagefield Capital sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 21,350 shares — an estimated $1.15M sold.

Sagefield Capital first reported a position in XEL in Q1 2024 and held it in 1 quarter. The position peaked at $1.15M in Q1 2024. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

Sagefield Capital reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
Sagefield Capital sold 21,350 Xcel Energy shares in Q2 2024, an estimated $1.15M.
Sagefield Capital first reported a position in Xcel Energy in Q1 2024 and held it in 1 quarter.
Sagefield Capital's Xcel Energy position peaked at $1.15M in Q1 2024.
971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Sagefield Capital's 13F filing for Q2 2024, filed 14 Aug 2024.