Rice Hall James & Associates’s Xcel Energy XEL Stock Holding History

Rice Hall James & Associates’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	-4,871	Closed	-$309K	–	288
2019 Q4	$309K	Hold	4,871	–	–	0.01%	258
2019 Q3	$316K	Hold	4,871	–	–	0.01%	257
2019 Q2	$290K	Hold	4,871	–	–	0.01%	266
2019 Q1	$274K	Hold	4,871	–	–	0.01%	284
2018 Q4	$240K	Hold	4,871	–	–	0.01%	286
2018 Q3	$230K	Hold	4,871	–	–	0.01%	291
2018 Q2	$223K	Hold	4,871	–	–	0.01%	289
2018 Q1	$222K	Hold	4,871	–	–	0.01%	286
2017 Q4	$234K	Hold	4,871	–	–	0.01%	291
2017 Q3	$230K	Sell	4,871 -822	-14%	-$39.4K	0.01%	281
2017 Q2	$261K	Sell	5,693 -304	-5%	-$14K	0.01%	280
2017 Q1	$267K	Sell	5,997 -300	-5%	-$12.7K	0.01%	285
2016 Q4	$256K	Hold	6,297	–	–	0.01%	284
2016 Q3	$259K	Hold	6,297	–	–	0.01%	282
2016 Q2	$282K	Sell	6,297 -1,000	-14%	-$41.4K	0.02%	277
2016 Q1	$305K	Hold	7,297	–	–	0.02%	273
2015 Q4	$262K	Hold	7,297	–	–	0.02%	285
2015 Q3	$258K	Hold	7,297	–	–	0.02%	286
2015 Q2	$235K	Sell	7,297 -1,468	-17%	-$49.4K	0.01%	300
2015 Q1	$305K	Hold	8,765	–	–	0.02%	296
2014 Q4	$315K	Hold	8,765	–	–	0.02%	287
2014 Q3	$266K	Hold	8,765	–	–	0.02%	281
2014 Q2	$282K	Hold	8,765	–	–	0.02%	283
2014 Q1	$266K	Hold	8,765	–	–	0.02%	286
2013 Q4	$245K	Sell	8,765 -2,000	-19%	-$56.5K	0.02%	285
2013 Q3	$297K	Hold	10,765	–	–	0.03%	257
2013 Q2	$305K	Buy	+10,765	New	+$322K	0.03%	252

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

Rice Hall James & Associates's XEL Position: Q1 2020 in Review

Rice Hall James & Associates sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 4,871 shares — an estimated $309K sold.

Rice Hall James & Associates first reported a position in XEL in Q2 2013 and held it in 27 quarters. The position peaked at $316K in Q3 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

Rice Hall James & Associates reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
Rice Hall James & Associates sold 4,871 Xcel Energy shares in Q1 2020, an estimated $309K.
Rice Hall James & Associates first reported a position in Xcel Energy in Q2 2013 and held it in 27 quarters.
Rice Hall James & Associates's Xcel Energy position peaked at $316K in Q3 2019.
842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Rice Hall James & Associates's 13F filing for Q1 2020, filed 15 May 2020.