Scout Investments’s Xcel Energy XEL Stock Holding History

Scout Investments’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 Q2	–	Sell	-89,026	Closed	-$5.37M	–	309
2020 Q1	$5.37M	Buy	+89,026	New	+$5.8M	0.16%	177
2019 Q4	–	Sell	-199,398	Closed	-$12.9M	–	292
2019 Q3	$12.9M	Sell	199,398 -1,768,445	-90%	-$110M	0.26%	129
2019 Q2	$117M	Buy	1,967,843 +1,303,156	+196%	+$74.9M	2.26%	3
2019 Q1	$37.4M	Sell	664,687 -1,023,646	-61%	-$54.4M	0.77%	31
2018 Q4	$83.2M	Buy	1,688,333 +699,284	+71%	+$35.1M	2.09%	4
2018 Q3	$46.7M	Sell	989,049 -211,426	-18%	-$9.98M	0.96%	11
2018 Q2	$54.8M	Buy	+1,200,475	New	+$53.8M	1.25%	9
2018 Q1	–	Sell	-569,647	Closed	-$27.4M	–	302
2017 Q4	$27.4M	Sell	569,647 -390,111	-41%	-$19.4M	0.68%	32
2017 Q3	$45.4M	Buy	959,758 +87,273	+10%	+$4.19M	1.25%	6
2017 Q2	$40M	Buy	872,485 +189,786	+28%	+$8.74M	1.16%	8
2017 Q1	$30.3M	Buy	+682,699	New	+$28.9M	0.83%	18
2016 Q4	–	Sell	-444,109	Closed	-$18.3M	–	326
2016 Q3	$18.3M	Sell	444,109 -516,913	-54%	-$22.1M	0.51%	76
2016 Q2	$43M	Buy	961,022 +178,043	+23%	+$7.37M	1.2%	10
2016 Q1	$32.7M	Sell	782,979 -245,684	-24%	-$9.58M	0.89%	28
2015 Q4	$36.9M	Sell	1,028,663 -74,477	-7%	-$2.66M	0.93%	36
2015 Q3	$39.1M	Buy	+1,103,140	New	+$37.5M	0.91%	37
2015 Q2	–	Sell	-1,274,380	Closed	-$44.4M	–	297
2015 Q1	$44.4M	Buy	+1,274,380	New	+$45.6M	0.73%	46
2013 Q3	–	Sell	-388,843	Closed	-$11M	–	400
2013 Q2	$11M	Buy	+388,843	New	+$11.6M	0.13%	136

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Scout Investments's XEL Position: Q2 2020 in Review

Scout Investments sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 89,026 shares — an estimated $5.37M sold.

Scout Investments first reported a position in XEL in Q2 2013 and held it in 18 quarters. The position peaked at $117M in Q2 2019. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

Scout Investments reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
Scout Investments sold 89,026 Xcel Energy shares in Q2 2020, an estimated $5.37M.
Scout Investments first reported a position in Xcel Energy in Q2 2013 and held it in 18 quarters.
Scout Investments's Xcel Energy position peaked at $117M in Q2 2019.
819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Scout Investments's 13F filing for Q2 2020, filed 14 Jul 2020.