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XEL icon

Surevest’s Xcel Energy XEL Stock Holding History

Surevest’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
Q3 		$41K Sell
636
-636
-50% -$46.3K 0.01% 196
2022
Q2 		$90K Hold
1,272
– – 0.02% 177
2022
Q1 		$92K Hold
1,272
– – 0.02% 162
2021
Q4 		$86K Buy
+1,272
New +$82.9K 0.02% 155

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Surevest's XEL Position: Q3 2022 in Review

Surevest reduced its Xcel Energy (XEL) stake by 50% in Q3 2022, selling an estimated $46.3K and leaving 636 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #196.

Surevest first reported a position in XEL in Q4 2021 and has held it in 4 quarters since. The position peaked at $92K in Q1 2022. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

  • Surevest held 636 shares of Xcel Energy worth $41K as of Q3 2022.
  • Surevest sold 636 Xcel Energy shares in Q3 2022, an estimated $46.3K.
  • Xcel Energy made up 0.01% of Surevest's portfolio in Q3 2022, its #196 holding.
  • Surevest first reported a position in Xcel Energy in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Xcel Energy position peaked at $92K in Q1 2022.
  • 937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.