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Tilt Investment Management Holdings’s Xcel Energy XEL Stock Holding History

Tilt Investment Management Holdings’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 		– Sell
-36,492
Closed -$2.11M – 154
2023
Q3 		$2.11M Hold
36,492
– – 1.5% 10
2023
Q2 		$2.29M Hold
36,492
– – 1.51% 10
2023
Q1 		$2.4M Buy
36,492
+371
+1% +$25K 1.78% 6
2022
Q4 		$2.55M Buy
+36,121
New +$2.4M 2.16% 6

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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Tilt Investment Management Holdings's XEL Position: Q4 2023 in Review

Tilt Investment Management Holdings sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 36,492 shares — an estimated $2.11M sold.

Tilt Investment Management Holdings first reported a position in XEL in Q4 2022 and held it in 4 quarters. The position peaked at $2.55M in Q4 2022. 1,018 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Tilt Investment Management Holdings reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • Tilt Investment Management Holdings sold 36,492 Xcel Energy shares in Q4 2023, an estimated $2.11M.
  • Tilt Investment Management Holdings first reported a position in Xcel Energy in Q4 2022 and held it in 4 quarters.
  • Tilt Investment Management Holdings's Xcel Energy position peaked at $2.55M in Q4 2022.
  • 1,018 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.