Mariner Independent Advisor Network’s Xcel Energy XEL Stock Holding History

Mariner Independent Advisor Network’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 Q1	–	Sell	-11,267	Closed	-$751K	–	461
2020 Q4	$751K	Buy	11,267 +574	+5%	+$40K	0.04%	318
2020 Q3	$738K	Sell	10,693 -994	-9%	-$67.8K	0.06%	242
2020 Q2	$749K	Sell	11,687 -656	-5%	-$41.3K	0.07%	234
2020 Q1	$718K	Buy	12,343 +204	+2%	+$13.3K	0.06%	247
2019 Q4	$770K	Buy	+12,139	New	+$759K	0.06%	272

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Independent Advisor Network's XEL Position: Q1 2021 in Review

Mariner Independent Advisor Network sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 11,267 shares — an estimated $751K sold.

Mariner Independent Advisor Network first reported a position in XEL in Q4 2019 and held it in 5 quarters. The position peaked at $770K in Q4 2019. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

Mariner Independent Advisor Network reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,267 Xcel Energy shares in Q1 2021, an estimated $751K.
Mariner Independent Advisor Network first reported a position in Xcel Energy in Q4 2019 and held it in 5 quarters.
Mariner Independent Advisor Network's Xcel Energy position peaked at $770K in Q4 2019.
837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2021, filed 7 May 2021.