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Piedmont Investment Advisors’s Xcel Energy XEL Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-10,021
Closed -$604K – 710
2020
Q1 		$604K Buy
10,021
+177
+2% +$11.5K 0.02% 405
2019
Q4 		$625K Buy
9,844
+1,640
+20% +$103K 0.02% 447
2019
Q3 		$532K Buy
8,204
+558
+7% +$34.8K 0.02% 494
2019
Q2 		$455K Sell
7,646
-660
-8% -$37.9K 0.02% 584
2019
Q1 		$467K Buy
8,306
+666
+9% +$35.4K 0.02% 565
2018
Q4 		$376K Buy
7,640
+2,350
+44% +$118K 0.02% 596
2018
Q3 		$250K Sell
5,290
-671
-11% -$31.7K 0.01% 874
2018
Q2 		$272K Buy
+5,961
New +$267K 0.01% 685
2017
Q1 		– Sell
-1,443
Closed -$58.7K – 639
2016
Q4 		$58.7K Buy
1,443
+1,428
+9,520% +$57.1K ﹤0.01% 425
2016
Q3 		$617 Hold
15
– – ﹤0.01% 457
2016
Q2 		$671 Buy
+15
New +$621 ﹤0.01% 398
2014
Q1 		– Sell
-48,747
Closed -$1.36M – 349
2013
Q4 		$1.36M Sell
48,747
-1,155,480
-96% -$32.6M 0.07% 118
2013
Q3 		$33.2M Sell
1,204,227
-228,990
-16% -$6.55M 1.74% 28
2013
Q2 		$40.6M Buy
+1,433,217
New +$42.8M 1.82% 25

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
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

Piedmont Investment Advisors's XEL Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 10,021 shares — an estimated $604K sold.

Piedmont Investment Advisors first reported a position in XEL in Q2 2013 and held it in 14 quarters. The position peaked at $40.6M in Q2 2013. 820 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 10,021 Xcel Energy shares in Q2 2020, an estimated $604K.
  • Piedmont Investment Advisors first reported a position in Xcel Energy in Q2 2013 and held it in 14 quarters.
  • Piedmont Investment Advisors's Xcel Energy position peaked at $40.6M in Q2 2013.
  • 820 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.