Sierra Capital’s Xcel Energy XEL Stock Holding History

Sierra 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
2022 Q1	–	Sell	-5	Closed	–	–	867
2021 Q4	$0	Buy	+5	New	+$326	﹤0.01%	887

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Sierra Capital's XEL Position: Q1 2022 in Review

Sierra Capital sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 5 shares.

Sierra Capital first reported a position in XEL in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

Sierra Capital reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
Sierra Capital sold 5 Xcel Energy shares in Q1 2022.
Sierra Capital first reported a position in Xcel Energy in Q4 2021 and held it in 1 quarter.
Sierra Capital's Xcel Energy position peaked at $0 in Q4 2021.
930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Sierra Capital's 13F filing for Q1 2022, filed 3 May 2022.