AIM
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AIA Investment Management’s Xcel Energy XEL Stock Holding History

AIA Investment Management’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 		$210K Buy
3,037
+686
+29% +$46.8K 0.05% 168
2020
Q2 		$147K Sell
2,351
-489
-17% -$30.8K 0.03% 136
2020
Q1 		$171K Buy
2,840
+250
+10% +$16.3K 0.04% 106
2019
Q4 		$164K Buy
2,590
+502
+24% +$31.4K 0.21% 82
2019
Q3 		$135K Buy
+2,088
New +$130K 0.14% 89

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

AIA Investment Management's XEL Position: Q3 2020 in Review

AIA Investment Management increased its Xcel Energy (XEL) stake by 29% in Q3 2020, buying an estimated $46.8K and bringing the position to 3,037 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #168.

AIA Investment Management first reported a position in XEL in Q3 2019 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • AIA Investment Management held 3,037 shares of Xcel Energy worth $210K as of Q3 2020.
  • AIA Investment Management bought 686 Xcel Energy shares in Q3 2020, an estimated $46.8K.
  • Xcel Energy made up 0.05% of AIA Investment Management's portfolio in Q3 2020, its #168 holding.
  • AIA Investment Management first reported a position in Xcel Energy in Q3 2019 and has held it in 5 quarters since.
  • 844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.