MWNA
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Marshall Wace North America’s Xcel Energy XEL Stock Holding History

Marshall Wace North America’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
Q3 		$1.59M Sell
25,508
-185,380
-88% -$12.5M 0.01% 789
2021
Q2 		$13.9M Buy
+210,888
New +$14.7M 0.06% 320
2021
Q1 		– Sell
-186,798
Closed -$12.5M – 1812
2020
Q4 		$12.5M Buy
+186,798
New +$13M 0.06% 336
2020
Q3 		– Sell
-16,299
Closed -$1.02M – 1513
2020
Q2 		$1.02M Buy
+16,299
New +$1.03M 0.01% 753
2020
Q1 		– Sell
-57
Closed -$4K – 1643
2019
Q4 		$4K Buy
+57
New +$3.57K ﹤0.01% 1246
2018
Q1 		– Sell
-15,286
Closed -$735K – 1729
2017
Q4 		$735K Sell
15,286
-177,567
-92% -$8.81M ﹤0.01% 1060
2017
Q3 		$9.06M Buy
192,853
+176,435
+1,075% +$8.47M 0.06% 390
2017
Q2 		$756K Buy
+16,418
New +$756K 0.01% 1003

Other funds holding XEL

BlackRock
BlackRock New York $5.7T 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 $1.47T 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return