Gideon Capital Advisors’s Xcel Energy XEL Stock Holding History

Gideon Capital 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 Q1	–	Sell	-7,724	Closed	-$490K	–	219
2019 Q4	$490K	Sell	7,724 -11,523	-60%	-$721K	0.17%	176
2019 Q3	$1.25M	Buy	+19,247	New	+$1.2M	0.41%	90
2019 Q2	–	Sell	-67,323	Closed	-$3.78M	–	452
2019 Q1	$3.78M	Sell	67,323 -1,717	-2%	-$91.3K	1.35%	8
2018 Q4	$3.4M	Buy	+69,040	New	+$3.46M	1.39%	5
2017 Q3	–	Sell	-8,268	Closed	-$379K	–	386
2017 Q2	$379K	Buy	+8,268	New	+$381K	0.42%	91
2017 Q1	–	Sell	-7,318	Closed	-$298K	–	533
2016 Q4	$298K	Sell	7,318 -53,362	-88%	-$2.13M	0.19%	257
2016 Q3	$2.5M	Buy	60,680 +34,738	+134%	+$1.49M	1.51%	14
2016 Q2	$1.16M	Buy	25,942 +1,971	+8%	+$81.6K	0.68%	51
2016 Q1	$1M	Buy	23,971 +15,773	+192%	+$615K	1.25%	18
2015 Q4	$294K	Buy	+8,198	New	+$293K	0.21%	144
2015 Q1	–	Sell	-20,604	Closed	-$740K	–	315
2014 Q4	$740K	Sell	20,604 -51,838	-72%	-$1.74M	0.35%	100
2014 Q3	$2.2M	Buy	72,442 +63,826	+741%	+$2M	0.85%	31
2014 Q2	$278K	Sell	8,616 -65,548	-88%	-$2.03M	0.1%	206
2014 Q1	$2.25M	Buy	74,164 +19,847	+37%	+$579K	1.25%	16
2013 Q4	$1.52M	Buy	+54,317	New	+$1.53M	0.9%	31

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gideon Capital Advisors's XEL Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 7,724 shares — an estimated $490K sold.

Gideon Capital Advisors first reported a position in XEL in Q4 2013 and held it in 15 quarters. The position peaked at $3.78M in Q1 2019. 843 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

Gideon Capital Advisors reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 7,724 Xcel Energy shares in Q1 2020, an estimated $490K.
Gideon Capital Advisors first reported a position in Xcel Energy in Q4 2013 and held it in 15 quarters.
Gideon Capital Advisors's Xcel Energy position peaked at $3.78M in Q1 2019.
843 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.