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HAP Trading’s Xcel Energy XEL Stock Holding History

HAP Trading’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
-10,729
Closed -$707K – 2802
2021
Q2 		$707K Buy
+10,729
New +$747K 0.02% 549
2015
Q2 		– Sell
-10,277
Closed -$358K – 1171
2015
Q1 		$358K Buy
+10,277
New +$367K 0.02% 375
2014
Q4 		– Sell
-35,100
Closed -$1.07M – 1238
2014
Q3 		$1.07M Buy
+35,100
New +$1.1M 0.04% 351
2014
Q2 		– Sell
-47,261
Closed -$1.44M – 1185
2014
Q1 		$1.44M Buy
47,261
+20,107
+74% +$586K 0.06% 261
2013
Q4 		$759K Buy
+27,154
New +$767K 0.02% 500
2013
Q3 		– Sell
-34,361
Closed -$974K – 907
2013
Q2 		$974K Buy
+34,361
New +$1.03M 0.03% 350

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HAP Trading's XEL Position: Q3 2021 in Review

HAP Trading sold out of Xcel Energy (XEL) in Q3 2021, closing a stake of 10,729 shares — an estimated $707K sold.

HAP Trading first reported a position in XEL in Q2 2013 and held it in 6 quarters. The position peaked at $1.44M in Q1 2014. 832 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

  • HAP Trading reported no remaining Xcel Energy position as of Q3 2021 after selling out during the quarter.
  • HAP Trading sold 10,729 Xcel Energy shares in Q3 2021, an estimated $707K.
  • HAP Trading first reported a position in Xcel Energy in Q2 2013 and held it in 6 quarters.
  • HAP Trading's Xcel Energy position peaked at $1.44M in Q1 2014.
  • 832 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on HAP Trading's 13F filing for Q3 2021, filed 10 Nov 2021.