6M
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6 Meridian’s Xcel Energy XEL Stock Holding History

6 Meridian’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
2020
Q3 		– Sell
-3,418
Closed -$214K – 398
2020
Q2 		$214K Sell
3,418
-5,751
-63% -$362K 0.02% 285
2020
Q1 		$553K Sell
9,169
-48
-0.5% -$3.13K 0.06% 208
2019
Q4 		$585K Buy
9,217
+356
+4% +$22.3K 0.05% 277
2019
Q3 		$575K Sell
8,861
-697
-7% -$43.4K 0.06% 239
2019
Q2 		$569K Buy
9,558
+167
+2% +$9.6K 0.06% 216
2019
Q1 		$528K Sell
9,391
-1,040
-10% -$55.3K 0.05% 228
2018
Q4 		$514K Sell
10,431
-115
-1% -$5.77K 0.06% 214
2018
Q3 		$498K Buy
10,546
+311
+3% +$14.7K 0.05% 297
2018
Q2 		$468K Sell
10,235
-242
-2% -$10.8K 0.05% 297
2018
Q1 		$476K Buy
10,477
+1,223
+13% +$54.5K 0.05% 250
2017
Q4 		$445K Buy
+9,254
New +$459K 0.05% 305

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

6 Meridian's XEL Position: Q3 2020 in Review

6 Meridian sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 3,418 shares — an estimated $214K sold.

6 Meridian first reported a position in XEL in Q4 2017 and held it in 11 quarters. The position peaked at $585K in Q4 2019. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • 6 Meridian reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
  • 6 Meridian sold 3,418 Xcel Energy shares in Q3 2020, an estimated $214K.
  • 6 Meridian first reported a position in Xcel Energy in Q4 2017 and held it in 11 quarters.
  • 6 Meridian's Xcel Energy position peaked at $585K in Q4 2019.
  • 844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on 6 Meridian's 13F filing for Q3 2020, filed 19 Oct 2020.