American Investment Services’s Xcel Energy XEL Stock Holding History

American Investment Services’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	-3,758	Closed	-$251K	–	145
2020 Q4	$251K	Sell	3,758 -11,890	-76%	-$829K	0.08%	123
2020 Q3	$1.08M	Hold	15,648	–	–	0.36%	44
2020 Q2	$978K	Hold	15,648	–	–	0.34%	48
2020 Q1	$944K	Hold	15,648	–	–	0.36%	45
2019 Q4	$993K	Buy	15,648 +270	+2%	+$16.9K	0.3%	54
2019 Q3	$998K	Buy	15,378 +165	+1%	+$10.3K	0.31%	53
2019 Q2	$905K	Hold	15,213	–	–	0.29%	57
2019 Q1	$855K	Buy	+15,213	New	+$809K	0.27%	55
2015 Q4	–	Sell	-35,873	Closed	-$1.27M	–	88
2015 Q3	$1.27M	Buy	35,873 +3,302	+10%	+$112K	0.71%	25
2015 Q2	$1.05M	Sell	32,571 -3,302	-9%	-$111K	0.56%	30
2015 Q1	$1.25M	Hold	35,873	–	–	0.68%	24
2014 Q4	$1.29M	Sell	35,873 -480	-1%	-$16.1K	0.7%	26
2014 Q3	$1.1M	Hold	36,353	–	–	0.61%	29
2014 Q2	$1.17M	Buy	+36,353	New	+$1.13M	0.64%	27
2013 Q3	–	Sell	-12,087	Closed	-$343K	–	74
2013 Q2	$343K	Buy	+12,087	New	+$361K	0.22%	59

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Investment Services's XEL Position: Q1 2021 in Review

American Investment Services sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 3,758 shares — an estimated $251K sold.

American Investment Services first reported a position in XEL in Q2 2013 and held it in 15 quarters. The position peaked at $1.29M in Q4 2014. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

American Investment Services reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
American Investment Services sold 3,758 Xcel Energy shares in Q1 2021, an estimated $251K.
American Investment Services first reported a position in Xcel Energy in Q2 2013 and held it in 15 quarters.
American Investment Services's Xcel Energy position peaked at $1.29M in Q4 2014.
837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on American Investment Services's 13F filing for Q1 2021, filed 10 May 2021.