BBA
XEL icon

BLB&B Advisors’s Xcel Energy XEL Stock Holding History

BLB&B Advisors’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
-3,262
Closed -$225K – 273
2020
Q3 		$225K Sell
3,262
-200
-6% -$13.6K 0.02% 222
2020
Q2 		$216K Hold
3,462
– – 0.02% 224
2020
Q1 		$209K Sell
3,462
-20
-0.6% -$1.3K 0.03% 221
2019
Q4 		$221K Sell
3,482
-360
-9% -$22.5K 0.02% 258
2019
Q3 		$249K Buy
+3,842
New +$239K 0.03% 242

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
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

BLB&B Advisors's XEL Position: Q4 2020 in Review

BLB&B Advisors sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 3,262 shares — an estimated $225K sold.

BLB&B Advisors first reported a position in XEL in Q3 2019 and held it in 5 quarters. The position peaked at $249K in Q3 2019. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • BLB&B Advisors reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
  • BLB&B Advisors sold 3,262 Xcel Energy shares in Q4 2020, an estimated $225K.
  • BLB&B Advisors first reported a position in Xcel Energy in Q3 2019 and held it in 5 quarters.
  • BLB&B Advisors's Xcel Energy position peaked at $249K in Q3 2019.
  • 888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on BLB&B Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.