Nelson Capital Management’s Xcel Energy XEL Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-1,661	Closed	-$108K	–	292
2019 Q3	$108K	Buy	1,661 +781	+89%	+$48.7K	0.03%	111
2019 Q2	$52K	Hold	880	–	–	0.01%	144
2019 Q1	$49K	Hold	880	–	–	0.01%	135
2018 Q4	$43K	Hold	880	–	–	0.01%	139
2018 Q3	$42K	Buy	+880	New	+$41.5K	0.01%	141

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nelson Capital Management's XEL Position: Q4 2019 in Review

Nelson Capital Management sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 1,661 shares — an estimated $108K sold.

Nelson Capital Management first reported a position in XEL in Q3 2018 and held it in 5 quarters. The position peaked at $108K in Q3 2019. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

Nelson Capital Management reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 1,661 Xcel Energy shares in Q4 2019, an estimated $108K.
Nelson Capital Management first reported a position in Xcel Energy in Q3 2018 and held it in 5 quarters.
Nelson Capital Management's Xcel Energy position peaked at $108K in Q3 2019.
848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.