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Axiom Investment Management’s Xcel Energy XEL Stock Holding History

Axiom Investment Management’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
2019
Q3 		– Sell
-9,927
Closed -$591K – 428
2019
Q2 		$591K Sell
9,927
-88
-0.9% -$5.06K 0.11% 194
2019
Q1 		$568K Buy
10,015
+441
+5% +$23.5K 0.11% 194
2018
Q4 		$472K Buy
+9,574
New +$480K 0.1% 196

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Axiom Investment Management's XEL Position: Q3 2019 in Review

Axiom Investment Management sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 9,927 shares — an estimated $591K sold.

Axiom Investment Management first reported a position in XEL in Q4 2018 and held it in 3 quarters. The position peaked at $591K in Q2 2019. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

  • Axiom Investment Management reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 9,927 Xcel Energy shares in Q3 2019, an estimated $591K.
  • Axiom Investment Management first reported a position in Xcel Energy in Q4 2018 and held it in 3 quarters.
  • Axiom Investment Management's Xcel Energy position peaked at $591K in Q2 2019.
  • 805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.