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Osborn Williams & Donohoe’s Xcel Energy XEL Stock Holding History

Osborn Williams & Donohoe’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 		$211K Hold
3,500
– – 0.03% 254
2019
Q4 		$222K Sell
3,500
-434
-11% -$27.2K 0.02% 295
2019
Q3 		$255K Hold
3,934
– – 0.03% 284
2019
Q2 		$234K Hold
3,934
– – 0.02% 298
2019
Q1 		$219K Buy
+3,934
New +$209K 0.02% 329

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Osborn Williams & Donohoe's XEL Position: Q1 2020 in Review

Osborn Williams & Donohoe held its Xcel Energy (XEL) position steady in Q1 2020 at 3,500 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #254.

Osborn Williams & Donohoe first reported a position in XEL in Q1 2019 and has held it in 5 quarters since. The position peaked at $255K in Q3 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

  • Osborn Williams & Donohoe held 3,500 shares of Xcel Energy worth $211K as of Q1 2020.
  • Osborn Williams & Donohoe left its Xcel Energy share count unchanged in Q1 2020.
  • Xcel Energy made up 0.03% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #254 holding.
  • Osborn Williams & Donohoe first reported a position in Xcel Energy in Q1 2019 and has held it in 5 quarters since.
  • Osborn Williams & Donohoe's Xcel Energy position peaked at $255K in Q3 2019.
  • 842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.