MFM
XEL icon

MD Financial Management’s Xcel Energy XEL Stock Holding History

MD Financial Management’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
Q4 		$2.1M Buy
31,019
+1,453
+5% +$94.7K 0.05% 201
2021
Q3 		$1.85M Buy
29,566
+983
+3% +$66.4K 0.05% 202
2021
Q2 		$1.88M Buy
+28,583
New +$1.99M 0.05% 203

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

MD Financial Management's XEL Position: Q4 2021 in Review

MD Financial Management increased its Xcel Energy (XEL) stake by 4.9% in Q4 2021, buying an estimated $94.7K and bringing the position to 31,019 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #201.

MD Financial Management first reported a position in XEL in Q2 2021 and has held it in 3 quarters since. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

  • MD Financial Management held 31,019 shares of Xcel Energy worth $2.1M as of Q4 2021.
  • MD Financial Management bought 1,453 Xcel Energy shares in Q4 2021, an estimated $94.7K.
  • Xcel Energy made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #201 holding.
  • MD Financial Management first reported a position in Xcel Energy in Q2 2021 and has held it in 3 quarters since.
  • 910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.