Samson Rock Capital’s Xcel Energy XEL Stock Holding History

Samson Rock Capital’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	-34,247	Closed	-$2.28M	–	54
2021 Q1	$2.28M	Buy	+34,247	New	+$2.16M	0.57%	14

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Samson Rock Capital's XEL Position: Q2 2021 in Review

Samson Rock Capital sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 34,247 shares — an estimated $2.28M sold.

Samson Rock Capital first reported a position in XEL in Q1 2021 and held it in 1 quarter. The position peaked at $2.28M in Q1 2021. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

Samson Rock Capital reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
Samson Rock Capital sold 34,247 Xcel Energy shares in Q2 2021, an estimated $2.28M.
Samson Rock Capital first reported a position in Xcel Energy in Q1 2021 and held it in 1 quarter.
Samson Rock Capital's Xcel Energy position peaked at $2.28M in Q1 2021.
849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Samson Rock Capital's 13F filing for Q2 2021, filed 20 Jul 2021.