Manchester Financial’s Xcel Energy XEL Stock Holding History

Manchester Financial’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
2021 Q2	–	Sell	-438	Closed	-$29K	–	664
2021 Q1	$29K	Hold	438	–	–	0.01%	257
2020 Q4	$29K	Hold	438	–	–	0.02%	225
2020 Q3	$30K	Hold	438	–	–	0.02%	184
2020 Q2	$27K	Hold	438	–	–	0.02%	194
2020 Q1	$26K	Hold	438	–	–	0.02%	186
2019 Q4	$28K	Buy	+438	New	+$27.4K	0.01%	219
2019 Q3	–	Sell	-438	Closed	-$26K	–	446
2019 Q2	$26K	Buy	+438	New	+$25.2K	0.01%	217

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manchester Financial's XEL Position: Q2 2021 in Review

Manchester Financial sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 438 shares — an estimated $29K sold.

Manchester Financial first reported a position in XEL in Q2 2019 and held it in 7 quarters. The position peaked at $30K in Q3 2020. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

Manchester Financial reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 438 Xcel Energy shares in Q2 2021, an estimated $29K.
Manchester Financial first reported a position in Xcel Energy in Q2 2019 and held it in 7 quarters.
Manchester Financial's Xcel Energy position peaked at $30K in Q3 2020.
849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.