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Rational Advisors’s Xcel Energy XEL Stock Holding History

Rational 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
Q4 		– Sell
-96
Closed -$7K – 613
2020
Q3 		$7K Sell
96
-235
-71% -$16K ﹤0.01% 333
2020
Q2 		$21K Buy
+331
New +$20.9K 0.01% 277
2020
Q1 		– Sell
-1,455
Closed -$92K – 530
2019
Q4 		$92K Buy
1,455
+965
+197% +$60.4K 0.04% 300
2019
Q3 		$32K Sell
490
-115
-19% -$7.17K 0.01% 411
2019
Q2 		$36K Sell
605
-1,476
-71% -$84.9K 0.01% 378
2019
Q1 		$117K Buy
2,081
+590
+40% +$31.4K 0.03% 248
2018
Q4 		$73K Buy
1,491
+1,246
+509% +$62.5K 0.02% 256
2018
Q3 		$12K Buy
+245
New +$11.6K ﹤0.01% 388
2018
Q2 		– Sell
-258
Closed -$12K – 575
2018
Q1 		$12K Buy
+258
New +$11.5K 0.01% 359
2016
Q3 		– Sell
-64,550
Closed -$2.89M – 310
2016
Q2 		$2.89M Buy
64,550
+28,800
+81% +$1.19M 2.01% 10
2016
Q1 		$1.5M Buy
+35,750
New +$1.39M 0.98% 28
2013
Q4 		$857K Hold
30,690
– – 0.07% 299
2013
Q3 		$847K Hold
30,690
– – 0.06% 335
2013
Q2 		$870K Buy
+30,690
New +$917K 0.07% 327

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

Rational Advisors's XEL Position: Q4 2020 in Review

Rational Advisors sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 96 shares — an estimated $7K sold.

Rational Advisors first reported a position in XEL in Q2 2013 and held it in 14 quarters. The position peaked at $2.89M in Q2 2016. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • Rational Advisors reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 96 Xcel Energy shares in Q4 2020, an estimated $7K.
  • Rational Advisors first reported a position in Xcel Energy in Q2 2013 and held it in 14 quarters.
  • Rational Advisors's Xcel Energy position peaked at $2.89M in Q2 2016.
  • 888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.