Polar Asset Management Partners’s Xcel Energy XEL Stock Holding History

Polar Asset Management 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
2021 Q4	–	Sell	-23,612	Closed	-$1.48M	–	1536
2021 Q3	$1.48M	Buy	23,612 +7,320	+45%	+$495K	0.01%	603
2021 Q2	$1.07M	Buy	+16,292	New	+$1.13M	0.01%	615
2021 Q1	–	Sell	-11,053	Closed	-$737K	–	1180
2020 Q4	$737K	Buy	+11,053	New	+$770K	0.01%	419

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Polar Asset Management Partners's XEL Position: Q4 2021 in Review

Polar Asset Management Partners sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 23,612 shares — an estimated $1.48M sold.

Polar Asset Management Partners first reported a position in XEL in Q4 2020 and held it in 3 quarters. The position peaked at $1.48M in Q3 2021. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

Polar Asset Management Partners reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
Polar Asset Management Partners sold 23,612 Xcel Energy shares in Q4 2021, an estimated $1.48M.
Polar Asset Management Partners first reported a position in Xcel Energy in Q4 2020 and held it in 3 quarters.
Polar Asset Management Partners's Xcel Energy position peaked at $1.48M in Q3 2021.
910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Polar Asset Management Partners's 13F filing for Q4 2021, filed 14 Feb 2022.