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Rehmann Capital Advisory Group’s Xcel Energy XEL Stock Holding History

Rehmann Capital Advisory Group’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
Q1 		– Sell
-7,119
Closed -$475K – 532
2020
Q4 		$475K Buy
7,119
+3,948
+125% +$275K 0.05% 276
2020
Q3 		$219K Buy
+3,171
New +$216K 0.03% 385
2019
Q3 		$436K Buy
6,723
+2,716
+68% +$169K 0.05% 182
2019
Q2 		$238K Buy
4,007
+17
+0.4% +$977 0.03% 401
2019
Q1 		$224K Buy
3,990
+3
+0.1% +$160 0.03% 382
2018
Q4 		$196K Sell
3,987
-35
-0.9% -$1.75K 0.03% 253
2018
Q3 		$190K Sell
4,022
-52
-1% -$2.46K 0.03% 411
2018
Q2 		$186K Sell
4,074
-146
-3% -$6.54K 0.03% 396
2018
Q1 		$192K Sell
4,220
-3,105
-42% -$138K 0.03% 384
2017
Q4 		$352K Buy
+7,325
New +$364K 0.06% 248
2017
Q3 		– Sell
-8,923
Closed -$409K – 399
2017
Q2 		$409K Buy
8,923
+3,297
+59% +$152K 0.08% 199
2017
Q1 		$250K Sell
5,626
-135
-2% -$5.72K 0.04% 315
2016
Q4 		$234K Sell
5,761
-348
-6% -$13.9K 0.04% 329
2016
Q3 		$251K Sell
6,109
-16
-0.3% -$684 0.05% 294
2016
Q2 		$274K Sell
6,125
-4,246
-41% -$176K 0.05% 271
2016
Q1 		$434K Buy
10,371
+4,366
+73% +$170K 0.08% 185
2015
Q4 		$216K Buy
6,005
+192
+3% +$6.86K 0.05% 307
2015
Q3 		$206K Buy
+5,813
New +$198K 0.05% 296

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rehmann Capital Advisory Group's XEL Position: Q1 2021 in Review

Rehmann Capital Advisory Group sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 7,119 shares — an estimated $475K sold.

Rehmann Capital Advisory Group first reported a position in XEL in Q3 2015 and held it in 18 quarters. The position peaked at $475K in Q4 2020. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • Rehmann Capital Advisory Group reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 7,119 Xcel Energy shares in Q1 2021, an estimated $475K.
  • Rehmann Capital Advisory Group first reported a position in Xcel Energy in Q3 2015 and held it in 18 quarters.
  • Rehmann Capital Advisory Group's Xcel Energy position peaked at $475K in Q4 2020.
  • 837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2021, filed 26 May 2021.