Private Ocean’s Xcel Energy XEL Stock Holding History

Private Ocean’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	-368	Closed	-$24K	–	607
2019 Q4	$24K	Hold	368	–	–	0.01%	324
2019 Q3	$24K	Buy	+368	New	+$22.9K	0.01%	314

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

Private Ocean's XEL Position: Q1 2020 in Review

Private Ocean sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 368 shares — an estimated $24K sold.

Private Ocean first reported a position in XEL in Q3 2019 and held it in 2 quarters. The position peaked at $24K in Q4 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

Private Ocean reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
Private Ocean sold 368 Xcel Energy shares in Q1 2020, an estimated $24K.
Private Ocean first reported a position in Xcel Energy in Q3 2019 and held it in 2 quarters.
Private Ocean's Xcel Energy position peaked at $24K in Q4 2019.
842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Private Ocean's 13F filing for Q1 2020, filed 6 May 2020.