KPW
XEL icon

Kore Private Wealth’s Xcel Energy XEL Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-1,730
Closed -$108K – 1104
2020
Q2 		$108K Hold
1,730
– – 0.02% 325
2020
Q1 		$104K Hold
1,730
– – 0.02% 308
2019
Q4 		$110K Buy
+1,730
New +$108K 0.02% 348
2019
Q2 		– Sell
-2,370
Closed -$133K – 799
2019
Q1 		$133K Buy
+2,370
New +$126K 0.03% 255

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kore Private Wealth's XEL Position: Q3 2020 in Review

Kore Private Wealth sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 1,730 shares — an estimated $108K sold.

Kore Private Wealth first reported a position in XEL in Q1 2019 and held it in 4 quarters. The position peaked at $133K in Q1 2019. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • Kore Private Wealth reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,730 Xcel Energy shares in Q3 2020, an estimated $108K.
  • Kore Private Wealth first reported a position in Xcel Energy in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's Xcel Energy position peaked at $133K in Q1 2019.
  • 844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.