Lombard Odier Asset Management (Europe)’s Xcel Energy XEL Stock Holding History

Lombard Odier Asset Management (Europe)’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 Q4	–	Sell	-4,453	Closed	-$307K	–	400
2020 Q3	$307K	Buy	+4,453	New	+$304K	0.02%	246
2020 Q2	–	Sell	-4,453	Closed	-$269K	–	292
2020 Q1	$269K	Sell	4,453 -1,274	-22%	-$83K	0.02%	229
2019 Q4	$364K	Hold	5,727	–	–	0.03%	255
2019 Q3	$372K	Hold	5,727	–	–	0.03%	244
2019 Q2	$341K	Hold	5,727	–	–	0.03%	256
2019 Q1	$322K	Hold	5,727	–	–	0.03%	254
2018 Q4	$282K	Hold	5,727	–	–	0.03%	261
2018 Q3	$270K	Hold	5,727	–	–	0.02%	315
2018 Q2	$262K	Hold	5,727	–	–	0.02%	294
2018 Q1	$260K	Sell	5,727 -399	-7%	-$17.8K	0.02%	303
2017 Q4	$295K	Sell	6,126 -351	-5%	-$17.4K	0.02%	297
2017 Q3	$306K	Hold	6,477	–	–	0.02%	322
2017 Q2	$297K	Hold	6,477	–	–	0.02%	314
2017 Q1	$288K	Sell	6,477 -863	-12%	-$36.6K	0.02%	294
2016 Q4	$299K	Hold	7,340	–	–	0.11%	247
2016 Q3	$302K	Hold	7,340	–	–	0.1%	263
2016 Q2	$329K	Buy	+7,340	New	+$304K	0.02%	263

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s XEL Position: Q4 2020 in Review

Lombard Odier Asset Management (Europe) sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 4,453 shares — an estimated $307K sold.

Lombard Odier Asset Management (Europe) first reported a position in XEL in Q2 2016 and held it in 17 quarters. The position peaked at $372K in Q3 2019. 889 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

Lombard Odier Asset Management (Europe) reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
Lombard Odier Asset Management (Europe) sold 4,453 Xcel Energy shares in Q4 2020, an estimated $307K.
Lombard Odier Asset Management (Europe) first reported a position in Xcel Energy in Q2 2016 and held it in 17 quarters.
Lombard Odier Asset Management (Europe)'s Xcel Energy position peaked at $372K in Q3 2019.
889 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q4 2020, filed 16 Feb 2021.