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Rockbridge Investment Management’s Xcel Energy XEL Stock Holding History

Rockbridge 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
2021
Q2 		– Sell
-27
Closed -$2K – 764
2021
Q1 		$2K Sell
27
-127
-82% -$8.03K ﹤0.01% 670
2020
Q4 		$10K Buy
+154
New +$10.7K ﹤0.01% 506

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockbridge Investment Management's XEL Position: Q2 2021 in Review

Rockbridge Investment Management sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 27 shares — an estimated $2K sold.

Rockbridge Investment Management first reported a position in XEL in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

  • Rockbridge Investment Management reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 27 Xcel Energy shares in Q2 2021, an estimated $2K.
  • Rockbridge Investment Management first reported a position in Xcel Energy in Q4 2020 and held it in 2 quarters.
  • Rockbridge Investment Management's Xcel Energy position peaked at $10K in Q4 2020.
  • 849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Rockbridge Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.