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Members Capital Advisors Inc’s Xcel Energy XEL Stock Holding History

Members Capital Advisors Inc’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
-24,650
Closed -$1.64M – 59
2020
Q4 		$1.64M Hold
24,650
– – 1.39% 27
2020
Q3 		$1.7M Buy
+24,650
New +$1.68M 1.6% 24

Other funds holding XEL

BlackRock
BlackRock New York $5.72T 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 $1.56T 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Members Capital Advisors Inc's XEL Position: Q1 2021 in Review

Members Capital Advisors Inc sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 24,650 shares — an estimated $1.64M sold.

Members Capital Advisors Inc first reported a position in XEL in Q3 2020 and held it in 2 quarters. The position peaked at $1.7M in Q3 2020. 838 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • Members Capital Advisors Inc reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • Members Capital Advisors Inc sold 24,650 Xcel Energy shares in Q1 2021, an estimated $1.64M.
  • Members Capital Advisors Inc first reported a position in Xcel Energy in Q3 2020 and held it in 2 quarters.
  • Members Capital Advisors Inc's Xcel Energy position peaked at $1.7M in Q3 2020.
  • 838 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Members Capital Advisors Inc's 13F filing for Q1 2021, filed 21 Apr 2021.