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CXI Advisors’s Xcel Energy XEL Stock Holding History

CXI 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
2019
Q4 		$2K Buy
+24
New +$1.5K ﹤0.01% 195

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CXI Advisors's XEL Position: Q4 2019 in Review

CXI Advisors opened a new position in Xcel Energy (XEL) in Q4 2019: 24 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #195 among its holdings.

849 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

  • CXI Advisors held 24 shares of Xcel Energy worth $2K as of Q4 2019.
  • Xcel Energy was a new CXI Advisors position in Q4 2019.
  • Xcel Energy made up ﹤0.01% of CXI Advisors's portfolio in Q4 2019, its #195 holding.
  • 849 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.