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XEL icon

Seeyond’s Xcel Energy XEL Stock Holding History

Seeyond’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
Q4 		$365K Sell
5,211
-25,895
-83% -$1.72M 0.04% 452
2022
Q3 		$1.99M Sell
31,106
-3,906
-11% -$284K 0.24% 116
2022
Q2 		$2.48M Buy
35,012
+3,729
+12% +$271K 0.28% 86
2022
Q1 		$2.26M Sell
31,283
-932
-3% -$64K 0.22% 128
2021
Q4 		$2.18M Sell
32,215
-4,595
-12% -$300K 0.2% 153
2021
Q3 		$2.3M Sell
36,810
-373
-1% -$25.2K 0.22% 128
2021
Q2 		$2.45M Buy
37,183
+167
+0.5% +$11.6K 0.23% 124
2021
Q1 		$2.46M Buy
37,016
+5,111
+16% +$323K 0.25% 109
2020
Q4 		$2.13M Buy
31,905
+4,960
+18% +$346K 0.22% 141
2020
Q3 		$1.86M Buy
26,945
+531
+2% +$36.2K 0.2% 144
2020
Q2 		$1.65M Sell
26,414
-14,799
-36% -$933K 0.19% 158
2020
Q1 		$2.48M Sell
41,213
-6,520
-14% -$425K 0.34% 59
2019
Q4 		$3.03M Sell
47,733
-615
-1% -$38.5K 0.32% 61
2019
Q3 		$3.14M Sell
48,348
-3,866
-7% -$241K 0.33% 56
2019
Q2 		$3.11M Sell
52,214
-15,014
-22% -$863K 0.32% 53
2019
Q1 		$3.78M Buy
67,228
+10,997
+20% +$585K 0.36% 53
2018
Q4 		$2.77M Buy
+56,231
New +$2.82M 0.38% 44

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Seeyond's XEL Position: Q4 2022 in Review

Seeyond reduced its Xcel Energy (XEL) stake by 83% in Q4 2022, selling an estimated $1.72M and leaving 5,211 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #452.

Seeyond first reported a position in XEL in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.78M in Q1 2019. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

  • Seeyond held 5,211 shares of Xcel Energy worth $365K as of Q4 2022.
  • Seeyond sold 25,895 Xcel Energy shares in Q4 2022, an estimated $1.72M.
  • Xcel Energy made up 0.04% of Seeyond's portfolio in Q4 2022, its #452 holding.
  • Seeyond first reported a position in Xcel Energy in Q4 2018 and has held it in 17 quarters since.
  • Seeyond's Xcel Energy position peaked at $3.78M in Q1 2019.
  • 983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.