DC Investments Management’s Xcel Energy XEL Stock Holding History

DC Investments 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 Q3	–	Sell	-6,170	Closed	-$386K	–	308
2020 Q2	$386K	Sell	6,170 -4,000	-39%	-$252K	0.14%	101
2020 Q1	$613K	Buy	10,170 +946	+10%	+$61.7K	0.5%	38
2019 Q4	$586K	Sell	9,224 -613	-6%	-$38.4K	0.45%	59
2019 Q3	$638K	Sell	9,837 -983	-9%	-$61.3K	0.37%	40
2019 Q2	$644K	Sell	10,820 -1,666	-13%	-$95.8K	0.36%	53
2019 Q1	$702K	Hold	12,486	–	–	0.44%	48
2018 Q4	$615K	Buy	12,486 +1,085	+10%	+$54.4K	0.5%	48
2018 Q3	$538K	Sell	11,401 -129	-1%	-$6.09K	0.36%	127
2018 Q2	$527K	Sell	11,530 -9,863	-46%	-$442K	0.34%	172
2018 Q1	$973K	Sell	21,393 -4,792	-18%	-$214K	0.65%	46
2017 Q4	$1.26M	Buy	+26,185	New	+$1.3M	0.52%	21

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

DC Investments Management's XEL Position: Q3 2020 in Review

DC Investments Management sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 6,170 shares — an estimated $386K sold.

DC Investments Management first reported a position in XEL in Q4 2017 and held it in 11 quarters. The position peaked at $1.26M in Q4 2017. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

DC Investments Management reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 6,170 Xcel Energy shares in Q3 2020, an estimated $386K.
DC Investments Management first reported a position in Xcel Energy in Q4 2017 and held it in 11 quarters.
DC Investments Management's Xcel Energy position peaked at $1.26M in Q4 2017.
844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.