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Rampart Investment Management’s Xcel Energy XEL Stock Holding History

Rampart Investment 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
Q3 		– Sell
-7,279
Closed -$455K – 530
2020
Q2 		$455K Buy
7,279
+3,145
+76% +$198K 0.08% 271
2020
Q1 		$249K Sell
4,134
-23,464
-85% -$1.53M 0.12% 168
2019
Q4 		$1.75M Sell
27,598
-5,931
-18% -$371K 0.21% 140
2019
Q3 		$2.18M Sell
33,529
-4,263
-11% -$266K 0.27% 117
2019
Q2 		$2.25M Sell
37,792
-1,865
-5% -$107K 0.27% 115
2019
Q1 		$2.23M Buy
39,657
+564
+1% +$30K 0.25% 121
2018
Q4 		$1.93M Buy
39,093
+24,543
+169% +$1.23M 0.54% 49
2018
Q3 		$267K Buy
14,550
+9,398
+182% +$444K 0.12% 193
2018
Q2 		$235K Sell
5,152
-264
-5% -$11.8K 0.02% 432
2018
Q1 		$246K Sell
5,416
-769
-12% -$34.3K 0.02% 434
2017
Q4 		$298K Sell
6,185
-763
-11% -$37.9K 0.11% 201
2017
Q3 		$329K Buy
6,948
+362
+5% +$17.4K 0.11% 205
2017
Q2 		$302K Buy
6,586
+5,189
+371% +$239K 0.11% 216
2017
Q1 		$62K Buy
+1,397
New +$59.2K 0.02% 230

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
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 $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rampart Investment Management's XEL Position: Q3 2020 in Review

Rampart Investment Management sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 7,279 shares — an estimated $455K sold.

Rampart Investment Management first reported a position in XEL in Q1 2017 and held it in 14 quarters. The position peaked at $2.25M in Q2 2019. 845 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • Rampart Investment Management reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 7,279 Xcel Energy shares in Q3 2020, an estimated $455K.
  • Rampart Investment Management first reported a position in Xcel Energy in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's Xcel Energy position peaked at $2.25M in Q2 2019.
  • 845 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.