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San Francisco Sentry Investment Group’s Xcel Energy XEL Stock Holding History

San Francisco Sentry Investment 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
2020
Q4 		– Sell
-35
Closed -$2K – 733
2020
Q3 		$2K Buy
+35
New +$2.39K ﹤0.01% 627
2020
Q2 		– Sell
-66
Closed -$4K – 891
2020
Q1 		$4K Hold
66
– – ﹤0.01% 593
2019
Q4 		$4K Hold
66
– – ﹤0.01% 672
2019
Q3 		$4K Hold
66
– – ﹤0.01% 669
2019
Q2 		$4K Hold
66
– – ﹤0.01% 668
2019
Q1 		$4K Hold
66
– – ﹤0.01% 685
2018
Q4 		$3K Hold
66
– – ﹤0.01% 730
2018
Q3 		$3K Buy
+66
New +$3.12K ﹤0.01% 741

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

San Francisco Sentry Investment Group's XEL Position: Q4 2020 in Review

San Francisco Sentry Investment Group sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 35 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in XEL in Q3 2018 and held it in 8 quarters. The position peaked at $4K in Q1 2020. 889 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • San Francisco Sentry Investment Group reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 35 Xcel Energy shares in Q4 2020, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in Xcel Energy in Q3 2018 and held it in 8 quarters.
  • San Francisco Sentry Investment Group's Xcel Energy position peaked at $4K in Q1 2020.
  • 889 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2020, filed 1 Feb 2021.