Optimal Asset Management’s Xcel Energy XEL Stock Holding History

Optimal Asset 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 Q3	$992K	Buy	15,869 +42	+0.3%	+$2.84K	0.12%	234
2021 Q2	$1.04M	Buy	15,827 +26	+0.2%	+$1.81K	0.12%	234
2021 Q1	$1.05M	Buy	15,801 +1,301	+9%	+$82.2K	0.14%	225
2020 Q4	$967K	Sell	14,500 -14,540	-50%	-$1.01M	0.14%	239
2020 Q3	$2M	Buy	29,040 +20,213	+229%	+$1.38M	0.29%	120
2020 Q2	$552K	Buy	+8,827	New	+$556K	0.09%	313

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Optimal Asset Management's XEL Position: Q3 2021 in Review

Optimal Asset Management increased its Xcel Energy (XEL) stake by 0.27% in Q3 2021, buying an estimated $2.84K and bringing the position to 15,869 shares worth $992K. The position accounts for 0.12% of the portfolio, ranked #234.

Optimal Asset Management first reported a position in XEL in Q2 2020 and has held it in 6 quarters since. The position peaked at $2M in Q3 2020. 832 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

Optimal Asset Management held 15,869 shares of Xcel Energy worth $992K as of Q3 2021.
Optimal Asset Management bought 42 Xcel Energy shares in Q3 2021, an estimated $2.84K.
Xcel Energy made up 0.12% of Optimal Asset Management's portfolio in Q3 2021, its #234 holding.
Optimal Asset Management first reported a position in Xcel Energy in Q2 2020 and has held it in 6 quarters since.
Optimal Asset Management's Xcel Energy position peaked at $2M in Q3 2020.
832 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.