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Accurate Investment Solutions’s Xcel Energy XEL Stock Holding History

Accurate Investment Solutions’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
Q2 		– Sell
-97
Closed -$6K – 407
2020
Q1 		$6K Hold
97
– – ﹤0.01% 335
2019
Q4 		$6K Buy
97
+1
+1% +$63 ﹤0.01% 333
2019
Q3 		$6K Buy
96
+1
+1% +$62 ﹤0.01% 266
2019
Q2 		$6K Hold
95
– – ﹤0.01% 262
2019
Q1 		$5K Buy
95
+1
+1% +$53 ﹤0.01% 274
2018
Q4 		$5K Buy
94
+1
+1% +$50 ﹤0.01% 242
2018
Q3 		$4K Buy
93
+1
+1% +$47 ﹤0.01% 297
2018
Q2 		$4K Hold
92
– – ﹤0.01% 366
2018
Q1 		$4K Buy
92
+1
+1% +$45 ﹤0.01% 354
2017
Q4 		$4K Sell
91
-351
-79% -$17.4K ﹤0.01% 349
2017
Q3 		$21K Buy
442
+3
+0.7% +$144 0.02% 204
2017
Q2 		$20K Buy
439
+4
+0.9% +$184 0.02% 183
2017
Q1 		$19K Buy
435
+3
+0.7% +$127 0.02% 170
2016
Q4 		$18K Buy
432
+4
+0.9% +$160 0.02% 182
2016
Q3 		$18K Buy
428
+3
+0.7% +$128 0.02% 174
2016
Q2 		$19K Buy
425
+4
+1% +$166 0.02% 165
2016
Q1 		$18K Sell
421
-738
-64% -$28.8K 0.02% 231
2015
Q4 		$42K Buy
+1,159
New +$41.4K 0.04% 127

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Accurate Investment Solutions's XEL Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 97 shares — an estimated $6K sold.

Accurate Investment Solutions first reported a position in XEL in Q4 2015 and held it in 18 quarters. The position peaked at $42K in Q4 2015. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 97 Xcel Energy shares in Q2 2020, an estimated $6K.
  • Accurate Investment Solutions first reported a position in Xcel Energy in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's Xcel Energy position peaked at $42K in Q4 2015.
  • 819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.