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Telemus Capital’s Xcel Energy XEL Stock Holding History

Telemus 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
2023
Q4 		$740K Sell
11,954
-3,916
-25% -$235K 0.06% 187
2023
Q3 		$908K Sell
15,870
-17
-0.1% -$1.02K 0.08% 168
2023
Q2 		$988K Sell
15,887
-1,774
-10% -$118K 0.08% 164
2023
Q1 		$1.19M Buy
17,661
+1,509
+9% +$102K 0.1% 154
2022
Q4 		$1.15M Buy
16,152
+573
+4% +$38.1K 0.11% 160
2022
Q3 		$997K Buy
15,579
+1,706
+12% +$124K 0.1% 156
2022
Q2 		$982K Buy
13,873
+2,078
+18% +$151K 0.1% 171
2022
Q1 		$851K Buy
+11,795
New +$810K 0.07% 184

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

Telemus Capital's XEL Position: Q4 2023 in Review

Telemus Capital reduced its Xcel Energy (XEL) stake by 25% in Q4 2023, selling an estimated $235K and leaving 11,954 shares worth $740K. The position accounts for 0.06% of the portfolio, ranked #187.

Telemus Capital first reported a position in XEL in Q1 2022 and has held it in 8 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.

  • Telemus Capital held 11,954 shares of Xcel Energy worth $740K as of Q4 2023.
  • Telemus Capital sold 3,916 Xcel Energy shares in Q4 2023, an estimated $235K.
  • Xcel Energy made up 0.06% of Telemus Capital's portfolio in Q4 2023, its #187 holding.
  • Telemus Capital first reported a position in Xcel Energy in Q1 2022 and has held it in 8 quarters since.
  • Telemus Capital'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 Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.