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MANA Advisors’s Xcel Energy XEL Stock Holding History

MANA 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
2019
Q4 		– Sell
-3,469
Closed -$225K – 174
2019
Q3 		$225K Buy
+3,469
New +$216K 0.95% 60
2018
Q2 		– Sell
-11,700
Closed -$532K – 199
2018
Q1 		$532K Sell
11,700
-10,865
-48% -$484K 0.77% 26
2017
Q4 		$1.09M Buy
+22,565
New +$1.12M 0.47% 55

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MANA Advisors's XEL Position: Q4 2019 in Review

MANA Advisors sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 3,469 shares — an estimated $225K sold.

MANA Advisors first reported a position in XEL in Q4 2017 and held it in 3 quarters. The position peaked at $1.09M in Q4 2017. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

  • MANA Advisors reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
  • MANA Advisors sold 3,469 Xcel Energy shares in Q4 2019, an estimated $225K.
  • MANA Advisors first reported a position in Xcel Energy in Q4 2017 and held it in 3 quarters.
  • MANA Advisors's Xcel Energy position peaked at $1.09M in Q4 2017.
  • 848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on MANA Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.