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Raab & Moskowitz Asset Management’s Xcel Energy XEL Stock Holding History

Raab & Moskowitz Asset Management’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
-348
Closed -$22K – 520
2019
Q4 		$22K Buy
+348
New +$21.8K 0.01% 335
2018
Q4 		– Sell
-348
Closed -$16K – 507
2018
Q3 		$16K Buy
+348
New +$16.4K 0.01% 374

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

Raab & Moskowitz Asset Management's XEL Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 348 shares — an estimated $22K sold.

Raab & Moskowitz Asset Management first reported a position in XEL in Q3 2018 and held it in 2 quarters. The position peaked at $22K in Q4 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 348 Xcel Energy shares in Q1 2020, an estimated $22K.
  • Raab & Moskowitz Asset Management first reported a position in Xcel Energy in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's Xcel Energy position peaked at $22K in Q4 2019.
  • 842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.