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Aspiriant LLC’s Xcel Energy XEL Stock Holding History

Aspiriant LLC’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
-6,238
Closed -$376K – 199
2020
Q1 		$376K Sell
6,238
-9
-0.1% -$587 0.04% 144
2019
Q4 		$396K Hold
6,247
– – 0.04% 153
2019
Q3 		$405K Buy
6,247
+50
+0.8% +$3.12K 0.04% 160
2019
Q2 		$369K Hold
6,197
– – 0.03% 168
2019
Q1 		$348K Sell
6,197
-26
-0.4% -$1.38K 0.03% 171
2018
Q4 		$306K Buy
+6,223
New +$312K 0.02% 183
2018
Q3 		– Sell
-38,293
Closed -$1.75M – 261
2018
Q2 		$1.75M Buy
+38,293
New +$1.72M 0.15% 85

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

Aspiriant LLC's XEL Position: Q2 2020 in Review

Aspiriant LLC sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 6,238 shares — an estimated $376K sold.

Aspiriant LLC first reported a position in XEL in Q2 2018 and held it in 7 quarters. The position peaked at $1.75M in Q2 2018. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Aspiriant LLC reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • Aspiriant LLC sold 6,238 Xcel Energy shares in Q2 2020, an estimated $376K.
  • Aspiriant LLC first reported a position in Xcel Energy in Q2 2018 and held it in 7 quarters.
  • Aspiriant LLC's Xcel Energy position peaked at $1.75M in Q2 2018.
  • 819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Aspiriant LLC's 13F filing for Q2 2020, filed 6 Aug 2020.