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Ecofin Advisors’s Xcel Energy XEL Stock Holding History

Ecofin 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
2020
Q4 		– Sell
-6,919
Closed -$477K – 34
2020
Q3 		$477K Buy
+6,919
New +$472K 0.23% 30
2015
Q3 		– Sell
-133,860
Closed -$4.31M – 43
2015
Q2 		$4.31M Sell
133,860
-46,028
-26% -$1.55M 0.69% 32
2015
Q1 		$6.26M Buy
+179,888
New +$6.43M 0.9% 33

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ecofin Advisors's XEL Position: Q4 2020 in Review

Ecofin Advisors sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 6,919 shares — an estimated $477K sold.

Ecofin Advisors first reported a position in XEL in Q1 2015 and held it in 3 quarters. The position peaked at $6.26M in Q1 2015. 889 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • Ecofin Advisors reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
  • Ecofin Advisors sold 6,919 Xcel Energy shares in Q4 2020, an estimated $477K.
  • Ecofin Advisors first reported a position in Xcel Energy in Q1 2015 and held it in 3 quarters.
  • Ecofin Advisors's Xcel Energy position peaked at $6.26M in Q1 2015.
  • 889 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Ecofin Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.