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Jaffetilchin Investment Partners’s Xcel Energy XEL Stock Holding History

Jaffetilchin Investment Partners’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
-6,097
Closed -$368K – 242
2020
Q1 		$368K Buy
+6,097
New +$397K 0.13% 103

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MAM
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State Street
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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

Jaffetilchin Investment Partners's XEL Position: Q2 2020 in Review

Jaffetilchin Investment Partners sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 6,097 shares — an estimated $368K sold.

Jaffetilchin Investment Partners first reported a position in XEL in Q1 2020 and held it in 1 quarter. The position peaked at $368K in Q1 2020. 820 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Jaffetilchin Investment Partners reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 6,097 Xcel Energy shares in Q2 2020, an estimated $368K.
  • Jaffetilchin Investment Partners first reported a position in Xcel Energy in Q1 2020 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Xcel Energy position peaked at $368K in Q1 2020.
  • 820 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2020, filed 31 Jul 2020.