M&R Capital Management’s Xcel Energy XEL Stock Holding History

M&R Capital Management’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	-629	Closed	-$43K	–	472
2020 Q3	$43K	Hold	629	–	–	0.01%	254
2020 Q2	$39K	Sell	629 -105	-14%	-$6.62K	0.01%	256
2020 Q1	$44K	Hold	734	–	–	0.01%	246
2019 Q4	$46K	Hold	734	–	–	0.01%	272
2019 Q3	$47K	Hold	734	–	–	0.01%	282
2019 Q2	$43K	Hold	734	–	–	0.01%	292
2019 Q1	$41K	Hold	734	–	–	0.01%	297
2018 Q4	$36K	Sell	734 -155	-17%	-$7.77K	0.01%	291
2018 Q3	$41K	Buy	889 +155	+21%	+$7.32K	0.01%	307
2018 Q2	$33K	Hold	734	–	–	0.01%	330
2018 Q1	$33K	Hold	734	–	–	0.01%	343
2017 Q4	$35K	Hold	734	–	–	0.01%	334
2017 Q3	$34K	Hold	734	–	–	0.01%	337
2017 Q2	$35K	Hold	734	–	–	0.01%	329
2017 Q1	$32K	Hold	734	–	–	0.01%	335
2016 Q4	$29K	Hold	734	–	–	0.01%	334
2016 Q3	$30K	Hold	734	–	–	0.01%	329
2016 Q2	$32K	Buy	+734	New	+$30.4K	0.01%	322

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

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

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

M&R Capital Management's XEL Position: Q4 2020 in Review

M&R Capital Management sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 629 shares — an estimated $43K sold.

M&R Capital Management first reported a position in XEL in Q2 2016 and held it in 18 quarters. The position peaked at $47K in Q3 2019. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

M&R Capital Management reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
M&R Capital Management sold 629 Xcel Energy shares in Q4 2020, an estimated $43K.
M&R Capital Management first reported a position in Xcel Energy in Q2 2016 and held it in 18 quarters.
M&R Capital Management's Xcel Energy position peaked at $47K in Q3 2019.
888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on M&R Capital Management's 13F filing for Q4 2020, filed 5 Jan 2021.