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Cannon Global Investment Management’s Xcel Energy XEL Stock Holding History

Cannon Global 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
2021
Q2 		– Sell
-8,000
Closed -$532K – 103
2021
Q1 		$532K Buy
+8,000
New +$506K 0.9% 37

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cannon Global Investment Management's XEL Position: Q2 2021 in Review

Cannon Global Investment Management sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 8,000 shares — an estimated $532K sold.

Cannon Global Investment Management first reported a position in XEL in Q1 2021 and held it in 1 quarter. The position peaked at $532K in Q1 2021. 850 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

  • Cannon Global Investment Management reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
  • Cannon Global Investment Management sold 8,000 Xcel Energy shares in Q2 2021, an estimated $532K.
  • Cannon Global Investment Management first reported a position in Xcel Energy in Q1 2021 and held it in 1 quarter.
  • Cannon Global Investment Management's Xcel Energy position peaked at $532K in Q1 2021.
  • 850 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Cannon Global Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.