Mid Atlantic Financial Management’s Xcel Energy XEL Stock Holding History

Mid Atlantic 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 Q1	–	Sell	-3,375	Closed	-$225K	–	904
2020 Q4	$225K	Hold	3,375	–	–	0.02%	685
2020 Q3	$248K	Buy	3,375 +36	+1%	+$2.46K	0.02%	591
2020 Q2	$209K	Sell	3,339 -122	-4%	-$7.69K	0.02%	624
2020 Q1	$209K	Sell	3,461 -104	-3%	-$6.78K	0.02%	552
2019 Q4	$226K	Buy	3,565 +2	+0.1%	+$125	0.02%	612
2019 Q3	$231K	Sell	3,563 -528	-13%	-$32.9K	0.02%	587
2019 Q2	$243K	Buy	4,091 +532	+15%	+$30.6K	0.03%	584
2019 Q1	$200K	Sell	3,559 -763	-18%	-$40.6K	0.02%	632
2018 Q4	$213K	Buy	+4,322	New	+$217K	0.03%	576

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mid Atlantic Financial Management's XEL Position: Q1 2021 in Review

Mid Atlantic Financial Management sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 3,375 shares — an estimated $225K sold.

Mid Atlantic Financial Management first reported a position in XEL in Q4 2018 and held it in 9 quarters. The position peaked at $248K in Q3 2020. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

Mid Atlantic Financial Management reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 3,375 Xcel Energy shares in Q1 2021, an estimated $225K.
Mid Atlantic Financial Management first reported a position in Xcel Energy in Q4 2018 and held it in 9 quarters.
Mid Atlantic Financial Management's Xcel Energy position peaked at $248K in Q3 2020.
837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2021, filed 11 May 2021.