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Means Investment Company’s Xcel Energy XEL Stock Holding History

Means Investment Company’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
-2,879
Closed -$211K – 192
2020
Q3 		$211K Hold
2,879
– – 0.06% 141
2020
Q2 		$203K Buy
+2,879
New +$181K 0.06% 136

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Means Investment Company's XEL Position: Q4 2020 in Review

Means Investment Company sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 2,879 shares — an estimated $211K sold.

Means Investment Company first reported a position in XEL in Q2 2020 and held it in 2 quarters. The position peaked at $211K in Q3 2020. 889 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • Means Investment Company reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
  • Means Investment Company sold 2,879 Xcel Energy shares in Q4 2020, an estimated $211K.
  • Means Investment Company first reported a position in Xcel Energy in Q2 2020 and held it in 2 quarters.
  • Means Investment Company's Xcel Energy position peaked at $211K in Q3 2020.
  • 889 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Means Investment Company's 13F filing for Q4 2020, filed 12 Feb 2021.