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Firestone Capital Management’s Xcel Energy XEL Stock Holding History

Firestone Capital 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
2021
Q4 		– Sell
-1,580
Closed -$104K – 452
2021
Q3 		$104K Buy
+1,580
New +$107K 0.03% 160
2021
Q2 		– Sell
-1,580
Closed -$105K – 500
2021
Q1 		$105K Hold
1,580
– – 0.04% 154
2020
Q4 		$105K Hold
1,580
– – 0.04% 152
2020
Q3 		$109K Hold
1,580
– – 0.05% 130
2020
Q2 		$99K Hold
1,580
– – 0.05% 136
2020
Q1 		$95K Hold
1,580
– – 0.05% 130
2019
Q4 		$100K Buy
+1,580
New +$98.8K 0.04% 149

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Firestone Capital Management's XEL Position: Q4 2021 in Review

Firestone Capital Management sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 1,580 shares — an estimated $104K sold.

Firestone Capital Management first reported a position in XEL in Q4 2019 and held it in 7 quarters. The position peaked at $109K in Q3 2020. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

  • Firestone Capital Management reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
  • Firestone Capital Management sold 1,580 Xcel Energy shares in Q4 2021, an estimated $104K.
  • Firestone Capital Management first reported a position in Xcel Energy in Q4 2019 and held it in 7 quarters.
  • Firestone Capital Management's Xcel Energy position peaked at $109K in Q3 2020.
  • 910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.