Parplus Partners’s Xcel Energy XEL Stock Holding History

Parplus Partners’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	-10,387	Closed	-$659K	–	144
2019 Q4	$659K	Buy	+10,387	New	+$650K	0.13%	33

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Parplus Partners's XEL Position: Q1 2020 in Review

Parplus Partners sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 10,387 shares — an estimated $659K sold.

Parplus Partners first reported a position in XEL in Q4 2019 and held it in 1 quarter. The position peaked at $659K in Q4 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

Parplus Partners reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
Parplus Partners sold 10,387 Xcel Energy shares in Q1 2020, an estimated $659K.
Parplus Partners first reported a position in Xcel Energy in Q4 2019 and held it in 1 quarter.
Parplus Partners's Xcel Energy position peaked at $659K in Q4 2019.
842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Parplus Partners's 13F filing for Q1 2020, filed 14 May 2020.