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Great Lakes Retirement’s Xcel Energy XEL Stock Holding History

Great Lakes Retirement’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 		$231K Sell
3,899
-2,497
-39% -$163K 0.11% 134
2019
Q4 		$402K Buy
+6,396
New +$400K 0.12% 147

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Great Lakes Retirement's XEL Position: Q1 2020 in Review

Great Lakes Retirement reduced its Xcel Energy (XEL) stake by 39% in Q1 2020, selling an estimated $163K and leaving 3,899 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #134.

Great Lakes Retirement first reported a position in XEL in Q4 2019 and has held it in 2 quarters since. The position peaked at $402K in Q4 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

  • Great Lakes Retirement held 3,899 shares of Xcel Energy worth $231K as of Q1 2020.
  • Great Lakes Retirement sold 2,497 Xcel Energy shares in Q1 2020, an estimated $163K.
  • Xcel Energy made up 0.11% of Great Lakes Retirement's portfolio in Q1 2020, its #134 holding.
  • Great Lakes Retirement first reported a position in Xcel Energy in Q4 2019 and has held it in 2 quarters since.
  • Great Lakes Retirement's Xcel Energy position peaked at $402K in Q4 2019.
  • 842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Great Lakes Retirement's 13F filing for Q1 2020, filed 4 Jun 2020.