Partnervest Advisory Services’s Xcel Energy XEL Stock Holding History

Partnervest Advisory Services’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	$316K	Buy	+4,573	New	+$312K	0.1%	165

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Partnervest Advisory Services's XEL Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in Xcel Energy (XEL) in Q3 2020: 4,573 shares worth $316K. The stake represents 0.1% of the portfolio and ranks #165 among its holdings.

844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

Partnervest Advisory Services held 4,573 shares of Xcel Energy worth $316K as of Q3 2020.
Xcel Energy was a new Partnervest Advisory Services position in Q3 2020.
Xcel Energy made up 0.1% of Partnervest Advisory Services's portfolio in Q3 2020, its #165 holding.
844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.