Black Swift Group’s Xcel Energy XEL Stock Holding History

Black Swift Group’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	-150	Closed	-$9K	–	115
2020 Q1	$9K	Hold	150	–	–	0.01%	64
2019 Q4	$10K	Hold	150	–	–	0.02%	58
2019 Q3	$10K	Hold	150	–	–	0.01%	53
2019 Q2	$9K	Hold	150	–	–	0.01%	65
2019 Q1	$8K	Buy	+150	New	+$7.98K	0.01%	68

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

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

Black Swift Group's XEL Position: Q2 2020 in Review

Black Swift Group sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 150 shares — an estimated $9K sold.

Black Swift Group first reported a position in XEL in Q1 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2019. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

Black Swift Group reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
Black Swift Group sold 150 Xcel Energy shares in Q2 2020, an estimated $9K.
Black Swift Group first reported a position in Xcel Energy in Q1 2019 and held it in 5 quarters.
Black Swift Group's Xcel Energy position peaked at $10K in Q4 2019.
819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Black Swift Group's 13F filing for Q2 2020, filed 5 Feb 2021.