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Castleview Partners’s Xcel Energy XEL Stock Holding History

Castleview Partners’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 		$10K Buy
+145
New +$10.1K ﹤0.01% 703

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

Castleview Partners's XEL Position: Q2 2021 in Review

Castleview Partners opened a new position in Xcel Energy (XEL) in Q2 2021: 145 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings.

849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

  • Castleview Partners held 145 shares of Xcel Energy worth $10K as of Q2 2021.
  • Xcel Energy was a new Castleview Partners position in Q2 2021.
  • Xcel Energy made up ﹤0.01% of Castleview Partners's portfolio in Q2 2021, its #703 holding.
  • 849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.