American Research & Management Company’s Xcel Energy XEL Stock Holding History

American Research & Management Company’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 Q1	–	Sell	-700	Closed	-$44K	–	341
2019 Q4	$44K	Hold	700	–	–	0.01%	195
2019 Q3	$45K	Hold	700	–	–	0.01%	198
2019 Q2	$42K	Hold	700	–	–	0.01%	207
2019 Q1	$39K	Hold	700	–	–	0.01%	230
2018 Q4	$34K	Sell	700 -773	-52%	-$38.8K	0.01%	197
2018 Q3	$70K	Sell	1,473 -275	-16%	-$13K	0.02%	175
2018 Q2	$80K	Buy	1,748 +975	+126%	+$43.7K	0.03%	150
2018 Q1	$35K	Sell	773 -1,096	-59%	-$48.8K	0.01%	208
2017 Q4	$90K	Buy	1,869 +773	+71%	+$38.4K	0.03%	156
2017 Q3	$52K	Hold	1,096	–	–	0.02%	175
2017 Q2	$50K	Hold	1,096	–	–	0.02%	172
2017 Q1	$49K	Hold	1,096	–	–	0.02%	165
2016 Q4	$45K	Buy	+1,096	New	+$43.8K	0.02%	184
2016 Q3	–	Hold	0	–	–	–	183
2015 Q3	–	Sell	-100	Closed	-$3K	–	397
2015 Q2	$3K	Hold	100	–	–	﹤0.01%	354
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	341
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	331
2014 Q3	$3K	Hold	100	–	–	﹤0.01%	348
2014 Q2	$3K	Hold	100	–	–	﹤0.01%	358
2014 Q1	$3K	Hold	100	–	–	﹤0.01%	355
2013 Q4	$3K	Hold	100	–	–	﹤0.01%	359
2013 Q3	$3K	Hold	100	–	–	﹤0.01%	347
2013 Q2	$3K	Buy	+100	New	+$2.99K	﹤0.01%	344

Other funds holding XEL

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

BlackRock New York $5.72T AUM 30.48% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Research & Management Company's XEL Position: Q1 2020 in Review

American Research & Management Company sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 700 shares — an estimated $44K sold.

American Research & Management Company first reported a position in XEL in Q2 2013 and held it in 22 quarters. The position peaked at $90K in Q4 2017. 843 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

American Research & Management Company reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
American Research & Management Company sold 700 Xcel Energy shares in Q1 2020, an estimated $44K.
American Research & Management Company first reported a position in Xcel Energy in Q2 2013 and held it in 22 quarters.
American Research & Management Company's Xcel Energy position peaked at $90K in Q4 2017.
843 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on American Research & Management Company's 13F filing for Q1 2020, filed 28 Apr 2020.