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W.H. Cornerstone Investments’s Xcel Energy XEL Stock Holding History

W.H. Cornerstone 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
2023
Q2 		– Sell
-3,606
Closed -$243K – 135
2023
Q1 		$243K Buy
3,606
+26
+0.7% +$1.75K 0.22% 113
2022
Q4 		$255K Buy
3,580
+155
+5% +$10.3K 0.24% 108
2022
Q3 		$205K Buy
+3,425
New +$249K 0.22% 112

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

W.H. Cornerstone Investments's XEL Position: Q2 2023 in Review

W.H. Cornerstone Investments sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 3,606 shares — an estimated $243K sold.

W.H. Cornerstone Investments first reported a position in XEL in Q3 2022 and held it in 3 quarters. The position peaked at $255K in Q4 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

  • W.H. Cornerstone Investments reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 3,606 Xcel Energy shares in Q2 2023, an estimated $243K.
  • W.H. Cornerstone Investments first reported a position in Xcel Energy in Q3 2022 and held it in 3 quarters.
  • W.H. Cornerstone Investments's Xcel Energy position peaked at $255K in Q4 2022.
  • 961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2023, filed 12 Jul 2023.