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AJO LP’s Xcel Energy XEL Stock Holding History

AJO LP’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
2021
Q1 		– Sell
-291
Closed -$19K – 252
2020
Q4 		$19K Sell
291
-4,982
-94% -$347K ﹤0.01% 266
2020
Q3 		$363K Buy
+5,273
New +$360K ﹤0.01% 567
2020
Q2 		– Sell
-14,422
Closed -$868K – 832
2020
Q1 		$868K Buy
+14,422
New +$940K 0.01% 439
2018
Q2 		– Sell
-200,489
Closed -$9.12M – 724
2018
Q1 		$9.12M Sell
200,489
-54,958
-22% -$2.45M 0.04% 239
2017
Q4 		$12.3M Buy
255,447
+17,401
+7% +$864K 0.05% 212
2017
Q3 		$11.3M Sell
238,046
-29,321
-11% -$1.41M 0.05% 226
2017
Q2 		$12.3M Buy
267,367
+57,330
+27% +$2.64M 0.05% 204
2017
Q1 		$9.34M Sell
210,037
-66,838
-24% -$2.83M 0.04% 218
2016
Q4 		$11.3M Buy
276,875
+257,711
+1,345% +$10.3M 0.05% 200
2016
Q3 		$788K Sell
19,164
-589
-3% -$25.2K ﹤0.01% 424
2016
Q2 		$885K Buy
+19,753
New +$817K ﹤0.01% 409
2013
Q3 		– Sell
-20,300
Closed -$575K – 571
2013
Q2 		$575K Buy
+20,300
New +$607K ﹤0.01% 459

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AJO LP's XEL Position: Q1 2021 in Review

AJO LP sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 291 shares — an estimated $19K sold.

AJO LP first reported a position in XEL in Q2 2013 and held it in 12 quarters. The position peaked at $12.3M in Q4 2017. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • AJO LP reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 291 Xcel Energy shares in Q1 2021, an estimated $19K.
  • AJO LP first reported a position in Xcel Energy in Q2 2013 and held it in 12 quarters.
  • AJO LP's Xcel Energy position peaked at $12.3M in Q4 2017.
  • 837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.