JG
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Jefferies Group’s Xcel Energy XEL Stock Holding History

Jefferies Group’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
-6,817
Closed -$454K – 2042
2020
Q4 		$454K Buy
+6,817
New +$475K ﹤0.01% 1170
2020
Q2 		– Sell
-14,579
Closed -$879K – 2122
2020
Q1 		$879K Buy
14,579
+7,479
+105% +$487K 0.01% 1074
2019
Q4 		$451K Buy
+7,100
New +$444K ﹤0.01% 1875
2019
Q3 		– Sell
-10,619
Closed -$662K – 3101
2019
Q2 		$632K Buy
10,619
+605
+6% +$34.8K ﹤0.01% 1546
2019
Q1 		$563K Sell
10,014
-4,832
-33% -$257K ﹤0.01% 1533
2018
Q4 		$731K Sell
14,846
-122,034
-89% -$6.12M 0.01% 1314
2018
Q3 		$6.46M Buy
+136,880
New +$6.46M 0.04% 434
2018
Q1 		– Sell
-216,903
Closed -$10.4M – 2766
2017
Q4 		$10.4M Buy
216,903
+50,663
+30% +$2.51M 0.05% 299
2017
Q3 		$7.87M Buy
166,240
+93,587
+129% +$4.49M 0.05% 364
2017
Q2 		$3.33M Buy
+72,653
New +$3.34M 0.02% 721
2017
Q1 		– Sell
-38,639
Closed -$1.57M – 2705
2016
Q4 		$1.57M Sell
38,639
-70,200
-64% -$2.81M 0.01% 1038
2016
Q3 		$4.48M Buy
108,839
+79,405
+270% +$3.4M 0.02% 579
2016
Q2 		$1.32M Buy
+29,434
New +$1.22M 0.01% 1048
2015
Q3 		– Sell
-16,364
Closed -$527K – 3122
2015
Q2 		$527K Buy
+16,364
New +$550K ﹤0.01% 1547
2014
Q3 		– Sell
-22,448
Closed -$723K – 2485
2014
Q2 		$723K Buy
+22,448
New +$696K 0.01% 1045
2014
Q1 		– Sell
-23,893
Closed -$668K – 2421
2013
Q4 		$668K Sell
23,893
-42,592
-64% -$1.2M ﹤0.01% 1008
2013
Q3 		$1.84M Buy
+66,485
New +$1.9M 0.02% 637

Other funds holding XEL

BlackRock
BlackRock New York $5.72T 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 $1.56T 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
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 $530B AUM 22.01% 1-Year Est. Return

Jefferies Group's XEL Position: Q1 2021 in Review

Jefferies Group sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 6,817 shares — an estimated $454K sold.

Jefferies Group first reported a position in XEL in Q3 2013 and held it in 17 quarters. The position peaked at $10.4M in Q4 2017. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • Jefferies Group reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • Jefferies Group sold 6,817 Xcel Energy shares in Q1 2021, an estimated $454K.
  • Jefferies Group first reported a position in Xcel Energy in Q3 2013 and held it in 17 quarters.
  • Jefferies Group's Xcel Energy position peaked at $10.4M in Q4 2017.
  • 837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Jefferies Group's 13F filing for Q1 2021, filed 14 May 2021.