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Meitav Investment House’s Xcel Energy XEL Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-5,316
Closed -$338K – 458
2019
Q4 		$338K Hold
5,316
– – 0.02% 303
2019
Q3 		$346K Buy
+5,316
New +$331K 0.02% 300
2019
Q2 		– Sell
-6,432
Closed -$361K – 490
2019
Q1 		$361K Buy
+6,432
New +$342K 0.02% 287
2018
Q4 		– Sell
-10,000
Closed -$466K – 454
2018
Q3 		$466K Hold
10,000
– – 0.02% 327
2018
Q2 		$457K Sell
10,000
-10,321
-51% -$462K 0.02% 328
2018
Q1 		$924K Buy
+20,321
New +$906K 0.05% 177

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Meitav Investment House's XEL Position: Q1 2020 in Review

Meitav Investment House sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 5,316 shares — an estimated $338K sold.

Meitav Investment House first reported a position in XEL in Q1 2018 and held it in 6 quarters. The position peaked at $924K in Q1 2018. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

  • Meitav Investment House reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
  • Meitav Investment House sold 5,316 Xcel Energy shares in Q1 2020, an estimated $338K.
  • Meitav Investment House first reported a position in Xcel Energy in Q1 2018 and held it in 6 quarters.
  • Meitav Investment House's Xcel Energy position peaked at $924K in Q1 2018.
  • 842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Meitav Investment House's 13F filing for Q1 2020, filed 11 May 2020.