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
2020 Q2	–	Sell	-6,600	Closed	-$398K	–	2121
2020 Q1	$398K	Sell	6,600 -900	-12%	-$58.7K	﹤0.01%	1404
2019 Q4	$476K	Sell	7,500 -34,400	-82%	-$2.15M	﹤0.01%	1839
2019 Q3	$2.72M	Buy	41,900 +36,500	+676%	+$2.27M	0.02%	884
2019 Q2	$321K	Buy	+5,400	New	+$310K	﹤0.01%	1891
2018 Q1	–	Sell	-300	Closed	-$14K	–	2765
2017 Q4	$14K	Buy	+300	New	+$14.9K	﹤0.01%	2432

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

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.