Mondrian Investment Partners’s Xcel Energy XEL Stock Holding History

Mondrian Investment Partners’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 Q2	–	Sell	-612	Closed	-$44K	–	125
2021 Q1	$44K	Hold	612	–	–	﹤0.01%	119
2020 Q4	$41K	Hold	612	–	–	﹤0.01%	108
2020 Q3	$43K	Sell	612 -103	-14%	-$7.03K	﹤0.01%	101
2020 Q2	$45K	Hold	715	–	–	﹤0.01%	100
2020 Q1	$43K	Sell	715 -116	-14%	-$7.56K	﹤0.01%	93
2019 Q4	$53K	Hold	831	–	–	﹤0.01%	98
2019 Q3	$54K	Hold	831	–	–	﹤0.01%	98
2019 Q2	$49K	Hold	831	–	–	﹤0.01%	98
2019 Q1	$47K	Hold	831	–	–	﹤0.01%	100
2018 Q4	$41K	Buy	+831	New	+$41.7K	﹤0.01%	100

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mondrian Investment Partners's XEL Position: Q2 2021 in Review

Mondrian Investment Partners sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 612 shares — an estimated $44K sold.

Mondrian Investment Partners first reported a position in XEL in Q4 2018 and held it in 10 quarters. The position peaked at $54K in Q3 2019. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

Mondrian Investment Partners reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
Mondrian Investment Partners sold 612 Xcel Energy shares in Q2 2021, an estimated $44K.
Mondrian Investment Partners first reported a position in Xcel Energy in Q4 2018 and held it in 10 quarters.
Mondrian Investment Partners's Xcel Energy position peaked at $54K in Q3 2019.
849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Mondrian Investment Partners's 13F filing for Q2 2021, filed 30 Jul 2021.