Enterprise Financial Services Corp (EFSC)’s Xcel Energy XEL Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-139	Closed	-$9K	–	1234
2021 Q2	$9K	Hold	139	–	–	﹤0.01%	797
2021 Q1	$9K	Buy	139 +52	+60%	+$3.29K	﹤0.01%	807
2020 Q4	$6K	Buy	87 +12	+16%	+$836	﹤0.01%	858
2020 Q3	$5K	Hold	75	–	–	﹤0.01%	863
2020 Q2	$5K	Sell	75 -565	-88%	-$35.6K	﹤0.01%	865
2020 Q1	$39K	Buy	640 +28	+5%	+$1.82K	0.01%	392
2019 Q4	$39K	Hold	612	–	–	0.01%	457
2019 Q3	$40K	Hold	612	–	–	0.01%	440
2019 Q2	$36K	Hold	612	–	–	0.01%	473
2019 Q1	$34K	Hold	612	–	–	0.01%	479
2018 Q4	$30K	Sell	612 -91	-13%	-$4.56K	0.02%	315
2018 Q3	$33K	Buy	703 +91	+15%	+$4.3K	0.02%	349
2018 Q2	$28K	Hold	612	–	–	0.01%	388
2018 Q1	$28K	Buy	612 +40	+7%	+$1.78K	0.01%	402
2017 Q4	$28K	Hold	572	–	–	0.01%	387
2017 Q3	$27K	Hold	572	–	–	0.01%	391
2017 Q2	$26K	Sell	572 -35	-6%	-$1.61K	0.01%	399
2017 Q1	$27K	Hold	607	–	–	0.01%	396
2016 Q4	$25K	Hold	607	–	–	0.01%	398
2016 Q3	$25K	Hold	607	–	–	0.01%	377
2016 Q2	$27K	Hold	607	–	–	0.02%	341
2016 Q1	$25K	Hold	607	–	–	0.02%	353
2015 Q4	$22K	Hold	607	–	–	0.01%	386
2015 Q3	$21K	Hold	607	–	–	0.01%	386
2015 Q2	$20K	Hold	607	–	–	0.01%	413
2015 Q1	$21K	Hold	607	–	–	0.01%	421
2014 Q4	$22K	Hold	607	–	–	0.01%	415
2014 Q3	$18K	Hold	607	–	–	0.01%	466
2014 Q2	$20K	Hold	607	–	–	0.01%	458
2014 Q1	$18K	Sell	607 -51	-8%	-$1.49K	0.01%	468
2013 Q4	$18K	Hold	658	–	–	0.01%	437
2013 Q3	$18K	Hold	658	–	–	0.01%	417
2013 Q2	$19K	Buy	+658	New	+$19.7K	0.01%	343

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s XEL Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Xcel Energy (XEL) in Q3 2021, closing a stake of 139 shares — an estimated $9K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in XEL in Q2 2013 and held it in 33 quarters. The position peaked at $40K in Q3 2019. 833 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Xcel Energy position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 139 Xcel Energy shares in Q3 2021, an estimated $9K.
Enterprise Financial Services Corp (EFSC) first reported a position in Xcel Energy in Q2 2013 and held it in 33 quarters.
Enterprise Financial Services Corp (EFSC)'s Xcel Energy position peaked at $40K in Q3 2019.
833 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.