Rothschild & Co Asset Management US Inc. / XEL
Rothschild & Co Asset Management US Inc.’s Xcel Energy Inc Position
Does Rothschild & Co Asset Management US Inc. own Xcel Energy Inc (XEL)? Yes — 1.26M shares worth $88M (+1.34% of its 13F portfolio) as of Q4 2022, up from 1.22M shares the prior filed quarter.
Position Value
$88M
Q4 2022
Shares
1.26M
% of Portfolio
+1.34%
Quarters Held
17
currently held
Position History XEL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2022 | 1.26M | $88M | +1.34% |
| Q3 2022 | 1.22M | $78M | +1.33% |
| Q2 2022 | 1.31M | $93M | +1.42% |
| Q1 2022 | 1.41M | $102M | +1.30% |
| Q4 2021 | 1.40M | $95M | +1.11% |
| Q3 2021 | 1.33M | $83M | +1.03% |
| Q2 2021 | 1.35M | $89M | +1.06% |
| Q1 2021 | 1.29M | $86M | +1.06% |
| Q4 2020 | 1.25M | $83M | +1.07% |
| Q3 2020 | 614.4K | $42M | +0.76% |
| Q2 2020 | 696.1K | $44M | +0.64% |
| Q1 2020 | 771.3K | $47M | +0.73% |
| Q4 2019 | 823.3K | $52M | +0.54% |
| Q3 2019 | 1.07M | $69M | +0.75% |
| Q2 2019 | 1.16M | $69M | +0.74% |
| Q1 2019 | 1.18M | $66M | +0.71% |
| Q4 2018 | 1.20M | $59M | +0.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rothschild & Co Asset Management US Inc.’s full portfolio or all institutional holders of XEL.