TF
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TIAA FSB’s Xcel Energy XEL Stock Holding History

TIAA FSB’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
Q2 		$900K Sell
14,484
-354
-2% -$23.6K ﹤0.01% 342
2023
Q1 		$1M Sell
14,838
-1,632
-10% -$110K ﹤0.01% 316
2022
Q4 		$1.15M Sell
16,470
-461
-3% -$30.7K ﹤0.01% 293
2022
Q3 		$1.08M Sell
16,931
-2,302
-12% -$168K ﹤0.01% 300
2022
Q2 		$1.36M Sell
19,233
-1,118
-5% -$81.3K 0.01% 277
2022
Q1 		$1.47M Sell
20,351
-125
-0.6% -$8.59K 0.01% 281
2021
Q4 		$1.39M Buy
20,476
+1,252
+7% +$81.6K ﹤0.01% 286
2021
Q3 		$1.2M Sell
19,224
-636
-3% -$43K ﹤0.01% 294
2021
Q2 		$1.31M Sell
19,860
-760
-4% -$52.9K ﹤0.01% 296
2021
Q1 		$1.37M Buy
20,620
+371
+2% +$23.5K ﹤0.01% 283
2020
Q4 		$1.35M Sell
20,249
-884
-4% -$61.6K 0.01% 273
2020
Q3 		$1.46M Sell
21,133
-921
-4% -$62.8K 0.01% 235
2020
Q2 		$1.38M Sell
22,054
-1,339
-6% -$84.4K 0.01% 234
2020
Q1 		$1.41M Sell
23,393
-5,514
-19% -$359K 0.01% 220
2019
Q4 		$1.84M Buy
28,907
+4,728
+20% +$296K 0.01% 231
2019
Q3 		$1.57M Buy
24,179
+840
+4% +$52.3K 0.01% 232
2019
Q2 		$1.39M Sell
23,339
-298
-1% -$17.1K 0.01% 228
2019
Q1 		$1.33M Sell
23,637
-290
-1% -$15.4K 0.01% 240
2018
Q4 		$1.18M Buy
23,927
+404
+2% +$20.3K 0.01% 242
2018
Q3 		$1.11M Sell
23,523
-2,054
-8% -$97K 0.01% 272
2018
Q2 		$1.17M Sell
25,577
-1,166
-4% -$52.2K 0.01% 264
2018
Q1 		$1.22M Sell
26,743
-448
-2% -$20K 0.01% 267
2017
Q4 		$1.31M Sell
27,191
-707
-3% -$35.1K 0.01% 287
2017
Q3 		$1.32M Buy
27,898
+31
+0.1% +$1.49K 0.01% 286
2017
Q2 		$1.28M Buy
+27,867
New +$1.28M 0.01% 277

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA FSB's XEL Position: Q2 2023 in Review

TIAA FSB reduced its Xcel Energy (XEL) stake by 2.4% in Q2 2023, selling an estimated $23.6K and leaving 14,484 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

TIAA FSB first reported a position in XEL in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.84M in Q4 2019. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

  • TIAA FSB held 14,484 shares of Xcel Energy worth $900K as of Q2 2023.
  • TIAA FSB sold 354 Xcel Energy shares in Q2 2023, an estimated $23.6K.
  • Xcel Energy made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #342 holding.
  • TIAA FSB first reported a position in Xcel Energy in Q2 2017 and has held it in 25 quarters since.
  • TIAA FSB's Xcel Energy position peaked at $1.84M in Q4 2019.
  • 961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.