Atwood & Palmer’s Xcel Energy XEL Stock Holding History

Atwood & Palmer’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 Q4	–	Sell	-100	Closed	-$7K	–	390
2020 Q3	$7K	Hold	100	–	–	﹤0.01%	284
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	282
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	276
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	266
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	272
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	267
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	282
2018 Q4	$5K	Buy	+100	New	+$5.01K	﹤0.01%	281
2018 Q3	–	Sell	-85	Closed	-$4K	–	336
2018 Q2	$4K	Buy	+85	New	+$3.81K	﹤0.01%	281
2016 Q4	–	Sell	-800	Closed	-$33K	–	341
2016 Q3	$33K	Hold	800	–	–	0.01%	192
2016 Q2	$36K	Hold	800	–	–	0.01%	191
2016 Q1	$33K	Hold	800	–	–	0.01%	201
2015 Q4	$29K	Hold	800	–	–	0.01%	238
2015 Q3	$28K	Hold	800	–	–	0.01%	235
2015 Q2	$26K	Sell	800 -775	-49%	-$26.1K	﹤0.01%	226
2015 Q1	$55K	Hold	1,575	–	–	0.01%	180
2014 Q4	$57K	Hold	1,575	–	–	0.01%	192
2014 Q3	$48K	Hold	1,575	–	–	0.01%	205
2014 Q2	$51K	Buy	+1,575	New	+$48.8K	0.01%	186

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atwood & Palmer's XEL Position: Q4 2020 in Review

Atwood & Palmer sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 100 shares — an estimated $7K sold.

Atwood & Palmer first reported a position in XEL in Q2 2014 and held it in 19 quarters. The position peaked at $57K in Q4 2014. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

Atwood & Palmer reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
Atwood & Palmer sold 100 Xcel Energy shares in Q4 2020, an estimated $7K.
Atwood & Palmer first reported a position in Xcel Energy in Q2 2014 and held it in 19 quarters.
Atwood & Palmer's Xcel Energy position peaked at $57K in Q4 2014.
888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Atwood & Palmer's 13F filing for Q4 2020, filed 4 Feb 2021.