Lion Street Advisors’s Xcel Energy XEL Stock Holding History

Lion Street Advisors’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	-69	Closed	-$4K	–	418
2020 Q1	$4K	Buy	+69	New	+$4.5K	0.02%	299

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lion Street Advisors's XEL Position: Q2 2020 in Review

Lion Street Advisors sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 69 shares — an estimated $4K sold.

Lion Street Advisors first reported a position in XEL in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

Lion Street Advisors reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 69 Xcel Energy shares in Q2 2020, an estimated $4K.
Lion Street Advisors first reported a position in Xcel Energy in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Xcel Energy position peaked at $4K in Q1 2020.
819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.