Community Bank’s Xcel Energy XEL Stock Holding History

Community Bank’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	-200	Closed	-$12K	–	488
2020 Q2	$12K	Buy	200 +125	+167%	+$7.88K	﹤0.01%	375
2020 Q1	$5K	Hold	75	–	–	﹤0.01%	377
2019 Q4	$5K	Hold	75	–	–	﹤0.01%	391
2019 Q3	$5K	Hold	75	–	–	﹤0.01%	391
2019 Q2	$4K	Hold	75	–	–	﹤0.01%	404
2019 Q1	$4K	Sell	75 -75	-50%	-$3.99K	﹤0.01%	430
2018 Q4	$7K	Hold	150	–	–	﹤0.01%	392
2018 Q3	$7K	Hold	150	–	–	﹤0.01%	439
2018 Q2	$7K	Hold	150	–	–	﹤0.01%	439
2018 Q1	$7K	Hold	150	–	–	﹤0.01%	462
2017 Q4	$7K	Hold	150	–	–	﹤0.01%	572
2017 Q3	$7K	Sell	150 -50	-25%	-$2.4K	﹤0.01%	493
2017 Q2	$9K	Hold	200	–	–	﹤0.01%	465
2017 Q1	$9K	Hold	200	–	–	﹤0.01%	354
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	378
2016 Q3	$8K	Buy	+200	New	+$8.55K	﹤0.01%	377

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Community Bank's XEL Position: Q3 2020 in Review

Community Bank sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 200 shares — an estimated $12K sold.

Community Bank first reported a position in XEL in Q3 2016 and held it in 16 quarters. The position peaked at $12K in Q2 2020. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

Community Bank reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
Community Bank sold 200 Xcel Energy shares in Q3 2020, an estimated $12K.
Community Bank first reported a position in Xcel Energy in Q3 2016 and held it in 16 quarters.
Community Bank's Xcel Energy position peaked at $12K in Q2 2020.
844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Community Bank's 13F filing for Q3 2020, filed 3 Nov 2020.