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MainStreet Investment Advisors’s Xcel Energy XEL Stock Holding History

MainStreet Investment 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
-3,820
Closed -$230K – 302
2020
Q1 		$230K Buy
+3,820
New +$249K 0.03% 242

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

MainStreet Investment Advisors's XEL Position: Q2 2020 in Review

MainStreet Investment Advisors sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 3,820 shares — an estimated $230K sold.

MainStreet Investment Advisors first reported a position in XEL in Q1 2020 and held it in 1 quarter. The position peaked at $230K in Q1 2020. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • MainStreet Investment Advisors reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • MainStreet Investment Advisors sold 3,820 Xcel Energy shares in Q2 2020, an estimated $230K.
  • MainStreet Investment Advisors first reported a position in Xcel Energy in Q1 2020 and held it in 1 quarter.
  • MainStreet Investment Advisors's Xcel Energy position peaked at $230K in Q1 2020.
  • 819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on MainStreet Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.