CHAM
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Clear Harbor Asset Management’s Xcel Energy XEL Stock Holding History

Clear Harbor Asset 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
2020
Q4 		– Sell
-155
Closed -$10.7K – 739
2020
Q3 		$10.7K Buy
+155
New +$10.6K ﹤0.01% 577
2020
Q1 		– Sell
-155
Closed -$9.84K – 699
2019
Q4 		$9.84K Buy
+155
New +$9.7K ﹤0.01% 617

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

Clear Harbor Asset Management's XEL Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 155 shares — an estimated $10.7K sold.

Clear Harbor Asset Management first reported a position in XEL in Q4 2019 and held it in 2 quarters. The position peaked at $10.7K in Q3 2020. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 155 Xcel Energy shares in Q4 2020, an estimated $10.7K.
  • Clear Harbor Asset Management first reported a position in Xcel Energy in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's Xcel Energy position peaked at $10.7K in Q3 2020.
  • 888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.