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National Investment Services of America’s Xcel Energy XEL Stock Holding History

National Investment Services of America’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
-37,741
Closed -$2.4M – 90
2019
Q4 		$2.4M Buy
+37,741
New +$2.36M 2.59% 7

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

National Investment Services of America's XEL Position: Q1 2020 in Review

National Investment Services of America sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 37,741 shares — an estimated $2.4M sold.

National Investment Services of America first reported a position in XEL in Q4 2019 and held it in 1 quarter. The position peaked at $2.4M in Q4 2019. 843 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

  • National Investment Services of America reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
  • National Investment Services of America sold 37,741 Xcel Energy shares in Q1 2020, an estimated $2.4M.
  • National Investment Services of America first reported a position in Xcel Energy in Q4 2019 and held it in 1 quarter.
  • National Investment Services of America's Xcel Energy position peaked at $2.4M in Q4 2019.
  • 843 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on National Investment Services of America's 13F filing for Q1 2020, filed 10 Apr 2020.