Genovese Burford & Brothers Wealth & Retirement Plan Management’s Xcel Energy XEL Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 Q4	$667K	Hold	10,010	–	–	0.17%	48
2020 Q3	$691K	Hold	10,010	–	–	0.2%	44
2020 Q2	$626K	Hold	10,010	–	–	0.18%	41
2020 Q1	$604K	Hold	10,010	–	–	0.17%	45
2019 Q4	$636K	Hold	10,010	–	–	0.15%	53
2019 Q3	$650K	Sell	10,010 -98	-1%	-$6.11K	0.16%	52
2019 Q2	$601K	Hold	10,108	–	–	0.16%	50
2019 Q1	$568K	Hold	10,108	–	–	0.16%	50
2018 Q4	$498K	Hold	10,108	–	–	0.16%	52
2018 Q3	$477K	Hold	10,108	–	–	0.16%	54
2018 Q2	$462K	Hold	10,108	–	–	0.17%	43
2018 Q1	$460K	Hold	10,108	–	–	0.17%	43
2017 Q4	$462K	Sell	10,108 -604	-6%	-$30K	1.21%	18
2017 Q3	$506K	Hold	10,712	–	–	0.21%	31
2017 Q2	$491K	Hold	10,712	–	–	0.19%	32
2017 Q1	$477K	Hold	10,712	–	–	0.19%	32
2016 Q4	$436K	Hold	10,712	–	–	0.12%	41
2016 Q3	$440K	Hold	10,712	–	–	0.17%	37
2016 Q2	$479K	Sell	10,712 -65	-0.6%	-$2.69K	0.19%	32
2016 Q1	$450K	Hold	10,777	–	–	0.21%	33
2015 Q4	$387K	Buy	+10,777	New	+$385K	0.19%	35

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's XEL Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management held its Xcel Energy (XEL) position steady in Q4 2020 at 10,010 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #48.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in XEL in Q4 2015 and has held it in 21 quarters since. The position peaked at $691K in Q3 2020. 889 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 10,010 shares of Xcel Energy worth $667K as of Q4 2020.
Genovese Burford & Brothers Wealth & Retirement Plan Management left its Xcel Energy share count unchanged in Q4 2020.
Xcel Energy made up 0.17% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #48 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Xcel Energy in Q4 2015 and has held it in 21 quarters since.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Xcel Energy position peaked at $691K in Q3 2020.
889 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.