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Sit Investment Associates’s Xcel Energy XEL Stock Holding History

Sit Investment Associates’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
Q3 		– Sell
-151,610
Closed -$9.43M – 551
2023
Q2 		$9.43M Sell
151,610
-21,375
-12% -$1.43M 0.25% 122
2023
Q1 		$11.7M Buy
172,985
+18,200
+12% +$1.23M 0.32% 93
2022
Q4 		$10.9M Buy
154,785
+4,910
+3% +$327K 0.3% 100
2022
Q3 		$9.59M Buy
149,875
+2,660
+2% +$194K 0.29% 103
2022
Q2 		$10.4M Buy
147,215
+25,120
+21% +$1.83M 0.32% 90
2022
Q1 		$8.81M Buy
122,095
+31,255
+34% +$2.15M 0.24% 134
2021
Q4 		$6.15M Buy
+90,840
New +$5.92M 0.14% 189

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sit Investment Associates's XEL Position: Q3 2023 in Review

Sit Investment Associates sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 151,610 shares — an estimated $9.43M sold.

Sit Investment Associates first reported a position in XEL in Q4 2021 and held it in 7 quarters. The position peaked at $11.7M in Q1 2023. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Sit Investment Associates reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • Sit Investment Associates sold 151,610 Xcel Energy shares in Q3 2023, an estimated $9.43M.
  • Sit Investment Associates first reported a position in Xcel Energy in Q4 2021 and held it in 7 quarters.
  • Sit Investment Associates's Xcel Energy position peaked at $11.7M in Q1 2023.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Sit Investment Associates's 13F filing for Q3 2023, filed 13 Nov 2023.