Bank Julius Baer & Co
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Bank Julius Baer & Co’s Xcel Energy XEL Stock Holding History

Bank Julius Baer & Co’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
-3,018
Closed -$208K – 859
2020
Q3 		$208K Sell
3,018
-4
-0.1% -$273 ﹤0.01% 505
2020
Q2 		$189K Buy
+3,022
New +$190K ﹤0.01% 476

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

Bank Julius Baer & Co's XEL Position: Q4 2020 in Review

Bank Julius Baer & Co sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 3,018 shares — an estimated $208K sold.

Bank Julius Baer & Co first reported a position in XEL in Q2 2020 and held it in 2 quarters. The position peaked at $208K in Q3 2020. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • Bank Julius Baer & Co reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 3,018 Xcel Energy shares in Q4 2020, an estimated $208K.
  • Bank Julius Baer & Co first reported a position in Xcel Energy in Q2 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's Xcel Energy position peaked at $208K in Q3 2020.
  • 888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Bank Julius Baer & Co's 13F filing for Q4 2020, filed 12 Feb 2021.