Marietta Investment Partners’s Xcel Energy XEL Stock Holding History

Marietta Investment Partners’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	-12,000	Closed	-$828K	–	160
2020 Q3	$828K	Sell	12,000 -550	-4%	-$37.5K	0.25%	76
2020 Q2	$784K	Sell	12,550 -400	-3%	-$25.2K	0.26%	67
2020 Q1	$781K	Sell	12,950 -600	-4%	-$39.1K	0.34%	64
2019 Q4	$860K	Sell	13,550 -10,200	-43%	-$638K	0.28%	72
2019 Q3	$1.54M	Sell	23,750 -500	-2%	-$31.2K	0.53%	47
2019 Q2	$1.44M	Buy	+24,250	New	+$1.39M	0.47%	56

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

Marietta Investment Partners's XEL Position: Q4 2020 in Review

Marietta Investment Partners sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 12,000 shares — an estimated $828K sold.

Marietta Investment Partners first reported a position in XEL in Q2 2019 and held it in 6 quarters. The position peaked at $1.54M in Q3 2019. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

Marietta Investment Partners reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
Marietta Investment Partners sold 12,000 Xcel Energy shares in Q4 2020, an estimated $828K.
Marietta Investment Partners first reported a position in Xcel Energy in Q2 2019 and held it in 6 quarters.
Marietta Investment Partners's Xcel Energy position peaked at $1.54M in Q3 2019.
888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Marietta Investment Partners's 13F filing for Q4 2020, filed 16 Feb 2021.