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Versor Investments’s Xcel Energy XEL Stock Holding History

Versor Investments’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
2024
Q3 		– Sell
-6,177
Closed -$330K – 1012
2024
Q2 		$330K Sell
6,177
-16,241
-72% -$884K 0.06% 479
2024
Q1 		$1.2M Buy
22,418
+12,462
+125% +$712K 0.24% 101
2023
Q4 		$616K Buy
9,956
+1,067
+12% +$64K 0.13% 271
2023
Q3 		$509K Buy
+8,889
New +$534K 0.1% 303
2019
Q4 		– Sell
-6,600
Closed -$428K – 382
2019
Q3 		$428K Buy
6,600
+2,600
+65% +$162K 0.03% 231
2019
Q2 		$238K Buy
+4,000
New +$230K 0.02% 262

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Versor Investments's XEL Position: Q3 2024 in Review

Versor Investments sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 6,177 shares — an estimated $330K sold.

Versor Investments first reported a position in XEL in Q2 2019 and held it in 6 quarters. The position peaked at $1.2M in Q1 2024. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • Versor Investments reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
  • Versor Investments sold 6,177 Xcel Energy shares in Q3 2024, an estimated $330K.
  • Versor Investments first reported a position in Xcel Energy in Q2 2019 and held it in 6 quarters.
  • Versor Investments's Xcel Energy position peaked at $1.2M in Q1 2024.
  • 1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Versor Investments's 13F filing for Q3 2024, filed 4 Nov 2024.