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ClearBridge Investments (Australia)’s Xcel Energy XEL Stock Holding History

ClearBridge Investments (Australia)’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
Q3 		– Sell
-4,404
Closed -$275K – 47
2020
Q2 		$275K Sell
4,404
-237
-5% -$14.9K 0.02% 27
2020
Q1 		$280K Buy
4,641
+210
+5% +$13.7K 0.02% 25
2019
Q4 		$276K Sell
4,431
-184
-4% -$11.5K 0.01% 27
2019
Q3 		$300K Buy
4,615
+377
+9% +$23.5K 0.02% 26
2019
Q2 		$253K Sell
4,238
-232
-5% -$13.3K 0.02% 26
2019
Q1 		$252K Sell
4,470
-2,462
-36% -$131K 0.02% 25
2018
Q4 		$342K Buy
6,932
+579
+9% +$29K 0.03% 24
2018
Q3 		$300K Sell
6,353
-1,112
-15% -$52.5K 0.02% 27
2018
Q2 		$342K Buy
7,465
+1,527
+26% +$68.4K 0.02% 28
2018
Q1 		$271K Buy
5,938
+559
+10% +$24.9K 0.02% 27
2017
Q4 		$259K Buy
5,379
+340
+7% +$16.9K 0.02% 26
2017
Q3 		$239K Buy
5,039
+4,138
+459% +$199K 0.02% 30
2017
Q2 		$42K Sell
901
-282
-24% -$13K ﹤0.01% 29
2017
Q1 		$53K Buy
1,183
+579
+96% +$24.5K ﹤0.01% 25
2016
Q4 		$25K Buy
+604
New +$24.2K ﹤0.01% 27

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

ClearBridge Investments (Australia)'s XEL Position: Q3 2020 in Review

ClearBridge Investments (Australia) sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 4,404 shares — an estimated $275K sold.

ClearBridge Investments (Australia) first reported a position in XEL in Q4 2016 and held it in 15 quarters. The position peaked at $342K in Q4 2018. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • ClearBridge Investments (Australia) reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
  • ClearBridge Investments (Australia) sold 4,404 Xcel Energy shares in Q3 2020, an estimated $275K.
  • ClearBridge Investments (Australia) first reported a position in Xcel Energy in Q4 2016 and held it in 15 quarters.
  • ClearBridge Investments (Australia)'s Xcel Energy position peaked at $342K in Q4 2018.
  • 844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on ClearBridge Investments (Australia)'s 13F filing for Q3 2020, filed 13 Nov 2020.