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Capital Directions Investment Advisors’s Xcel Energy XEL Stock Holding History

Capital Directions Investment 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
Q2 		– Sell
-237
Closed -$14K – 245
2020
Q1 		$14K Hold
237
– – 0.01% 188
2019
Q4 		$15K Buy
+237
New +$14.8K ﹤0.01% 210

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Directions Investment Advisors's XEL Position: Q2 2020 in Review

Capital Directions Investment Advisors sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 237 shares — an estimated $14K sold.

Capital Directions Investment Advisors first reported a position in XEL in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 820 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Capital Directions Investment Advisors reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 237 Xcel Energy shares in Q2 2020, an estimated $14K.
  • Capital Directions Investment Advisors first reported a position in Xcel Energy in Q4 2019 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Xcel Energy position peaked at $15K in Q4 2019.
  • 820 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.