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Simplicity Solutions’s Xcel Energy XEL Stock Holding History

Simplicity Solutions’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
Q4 		$993K Buy
16,040
+9,222
+135% +$553K 0.03% 444
2023
Q3 		$390K Sell
6,818
-4,956
-42% -$298K 0.01% 672
2023
Q2 		$732K Sell
11,774
-5,927
-33% -$396K 0.02% 554
2023
Q1 		$1.19M Buy
17,701
+13,843
+359% +$934K 0.03% 433
2022
Q4 		$270K Sell
3,858
-154
-4% -$10.2K 0.04% 513
2022
Q3 		$257K Buy
4,012
+1,035
+35% +$75.3K 0.04% 512
2022
Q2 		$211K Buy
+2,977
New +$217K 0.03% 575
2021
Q1 		– Sell
-8,371
Closed -$558K – 996
2020
Q4 		$558K Buy
8,371
+364
+5% +$25.4K 0.01% 670
2020
Q3 		$553K Buy
8,007
+1,191
+17% +$81.3K 0.01% 607
2020
Q2 		$426K Sell
6,816
-6,456
-49% -$407K 0.01% 662
2020
Q1 		$800K Buy
13,272
+3,289
+33% +$214K 0.02% 395
2019
Q4 		$634K Buy
9,983
+3,951
+66% +$247K 0.02% 482
2019
Q3 		$391K Sell
6,032
-294
-5% -$18.3K 0.02% 472
2019
Q2 		$376K Sell
6,326
-4,460
-41% -$256K 0.02% 435
2019
Q1 		$606K Sell
10,786
-60
-0.6% -$3.19K 0.04% 352
2018
Q4 		$534K Buy
+10,846
New +$544K 0.07% 300
2016
Q1 		– Sell
-16,885
Closed -$606K – 541
2015
Q4 		$606K Buy
+16,885
New +$603K 0.07% 398

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Solutions's XEL Position: Q4 2023 in Review

Simplicity Solutions increased its Xcel Energy (XEL) stake by 135% in Q4 2023, buying an estimated $553K and bringing the position to 16,040 shares worth $993K. The position accounts for 0.03% of the portfolio, ranked #444.

Simplicity Solutions first reported a position in XEL in Q4 2015 and has held it in 17 quarters since. The position peaked at $1.19M in Q1 2023. 1,017 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Simplicity Solutions held 16,040 shares of Xcel Energy worth $993K as of Q4 2023.
  • Simplicity Solutions bought 9,222 Xcel Energy shares in Q4 2023, an estimated $553K.
  • Xcel Energy made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #444 holding.
  • Simplicity Solutions first reported a position in Xcel Energy in Q4 2015 and has held it in 17 quarters since.
  • Simplicity Solutions's Xcel Energy position peaked at $1.19M in Q1 2023.
  • 1,017 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.