HMS Capital Management’s Xcel Energy XEL Stock Holding History

HMS 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 Q1	–	Sell	-4,364	Closed	-$291K	–	168
2020 Q4	$291K	Sell	4,364 -41	-0.9%	-$2.86K	0.13%	118
2020 Q3	$304K	Sell	4,405 -77	-2%	-$5.25K	0.12%	133
2020 Q2	$280K	Sell	4,482 -2,956	-40%	-$186K	0.12%	130
2020 Q1	$449K	Sell	7,438 -10,880	-59%	-$709K	0.44%	51
2019 Q4	$1.16M	Buy	18,318 +284	+2%	+$17.8K	0.49%	53
2019 Q3	$1.17M	Sell	18,034 -373	-2%	-$23.2K	0.44%	66
2019 Q2	$1.09M	Sell	18,407 -1,255	-6%	-$72.2K	0.47%	57
2019 Q1	$1.1M	Buy	+19,662	New	+$1.05M	0.47%	63

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HMS Capital Management's XEL Position: Q1 2021 in Review

HMS Capital Management sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 4,364 shares — an estimated $291K sold.

HMS Capital Management first reported a position in XEL in Q1 2019 and held it in 8 quarters. The position peaked at $1.17M in Q3 2019. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

HMS Capital Management reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
HMS Capital Management sold 4,364 Xcel Energy shares in Q1 2021, an estimated $291K.
HMS Capital Management first reported a position in Xcel Energy in Q1 2019 and held it in 8 quarters.
HMS Capital Management's Xcel Energy position peaked at $1.17M in Q3 2019.
837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on HMS Capital Management's 13F filing for Q1 2021, filed 12 Apr 2021.