Nachman Norwood & Parrott’s Xcel Energy XEL Stock Holding History

Nachman Norwood & Parrott’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	$210K	Sell	3,171 -26	-0.8%	-$1.81K	0.02%	279
2021 Q1	$212K	Buy	3,197 +12	+0.4%	+$759	0.02%	264
2020 Q4	$212K	Buy	3,185 +23	+0.7%	+$1.6K	0.02%	260
2020 Q3	$218K	Buy	+3,162	New	+$216K	0.03%	232
2019 Q4	–	Sell	-3,073	Closed	-$200K	–	253
2019 Q3	$200K	Sell	3,073 -2,526	-45%	-$157K	0.04%	232
2019 Q2	$333K	Buy	5,599 +96	+2%	+$5.52K	0.06%	189
2019 Q1	$309K	Buy	5,503 +12	+0.2%	+$638	0.06%	182
2018 Q4	$270K	Buy	+5,491	New	+$275K	0.06%	189

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

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

Nachman Norwood & Parrott's XEL Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its Xcel Energy (XEL) stake by 0.81% in Q2 2021, selling an estimated $1.81K and leaving 3,171 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #279.

Nachman Norwood & Parrott first reported a position in XEL in Q4 2018 and has held it in 8 quarters since. The position peaked at $333K in Q2 2019. 850 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

Nachman Norwood & Parrott held 3,171 shares of Xcel Energy worth $210K as of Q2 2021.
Nachman Norwood & Parrott sold 26 Xcel Energy shares in Q2 2021, an estimated $1.81K.
Xcel Energy made up 0.02% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #279 holding.
Nachman Norwood & Parrott first reported a position in Xcel Energy in Q4 2018 and has held it in 8 quarters since.
Nachman Norwood & Parrott's Xcel Energy position peaked at $333K in Q2 2019.
850 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.