JIR
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James Investment Research’s Xcel Energy XEL Stock Holding History

James Investment Research’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
-44,922
Closed -$3M – 565
2020
Q4 		$3M Sell
44,922
-40,369
-47% -$2.81M 0.27% 103
2020
Q3 		$5.89M Buy
+85,291
New +$5.82M 0.54% 56
2018
Q2 		– Sell
-115
Closed -$5K – 872
2018
Q1 		$5K Hold
115
– – ﹤0.01% 765
2017
Q4 		$6K Hold
115
– – ﹤0.01% 747
2017
Q3 		$5K Sell
115
-109
-49% -$5.23K ﹤0.01% 734
2017
Q2 		$10K Sell
224
-115
-34% -$5.29K ﹤0.01% 690
2017
Q1 		$15K Hold
339
– – ﹤0.01% 611
2016
Q4 		$14K Hold
339
– – ﹤0.01% 488
2016
Q3 		$14K Hold
339
– – ﹤0.01% 478
2016
Q2 		$15K Hold
339
– – ﹤0.01% 428
2016
Q1 		$14K Hold
339
– – ﹤0.01% 415
2015
Q4 		$12K Hold
339
– – ﹤0.01% 452
2015
Q3 		$12K Hold
339
– – ﹤0.01% 450
2015
Q2 		$11K Hold
339
– – ﹤0.01% 482
2015
Q1 		$12K Sell
339
-250
-42% -$8.94K ﹤0.01% 488
2014
Q4 		$21K Hold
589
– – ﹤0.01% 435
2014
Q3 		$18K Hold
589
– – ﹤0.01% 450
2014
Q2 		$19K Hold
589
– – ﹤0.01% 441
2014
Q1 		$18K Hold
589
– – ﹤0.01% 448
2013
Q4 		$16K Buy
+589
New +$16.6K ﹤0.01% 452

Other funds holding XEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return