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Ovata Capital Management’s Xcel Energy XEL Stock Holding History

Ovata 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
2020
Q3 		– Sell
-640
Closed -$40K – 190
2020
Q2 		$40K Buy
+640
New +$40.3K 0.01% 122

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ovata Capital Management's XEL Position: Q3 2020 in Review

Ovata Capital Management sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 640 shares — an estimated $40K sold.

Ovata Capital Management first reported a position in XEL in Q2 2020 and held it in 1 quarter. The position peaked at $40K in Q2 2020. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • Ovata Capital Management reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 640 Xcel Energy shares in Q3 2020, an estimated $40K.
  • Ovata Capital Management first reported a position in Xcel Energy in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's Xcel Energy position peaked at $40K in Q2 2020.
  • 844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.