II
XEL icon

Inspire Investing’s Xcel Energy XEL Stock Holding History

Inspire Investing’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
Q2 		– Sell
-7,093
Closed -$428K – 739
2020
Q1 		$428K Sell
7,093
-4,174
-37% -$272K 0.17% 115
2019
Q4 		$715K Buy
11,267
+1,040
+10% +$65.1K 0.26% 94
2019
Q3 		$664K Buy
+10,227
New +$637K 0.25% 92
2018
Q4 		– Sell
-5,205
Closed -$246K – 248
2018
Q3 		$246K Sell
5,205
-6,703
-56% -$316K 0.15% 198
2018
Q2 		$544K Buy
11,908
+841
+8% +$37.7K 0.39% 44
2018
Q1 		$503K Buy
11,067
+7,403
+202% +$330K 0.51% 10
2017
Q4 		$176K Buy
+3,664
New +$182K 0.15% 154

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $315B AUM 27.84% 1-Year Est. Return

Inspire Investing's XEL Position: Q2 2020 in Review

Inspire Investing sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 7,093 shares — an estimated $428K sold.

Inspire Investing first reported a position in XEL in Q4 2017 and held it in 7 quarters. The position peaked at $715K in Q4 2019. 820 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Inspire Investing reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • Inspire Investing sold 7,093 Xcel Energy shares in Q2 2020, an estimated $428K.
  • Inspire Investing first reported a position in Xcel Energy in Q4 2017 and held it in 7 quarters.
  • Inspire Investing's Xcel Energy position peaked at $715K in Q4 2019.
  • 820 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.