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Sonora Investment Management’s Xcel Energy XEL Stock Holding History

Sonora 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
Q3 		$131K Buy
2,100
+700
+50% +$47.3K 0.02% 263
2021
Q2 		$92K Sell
1,400
-21
-1% -$1.46K 0.01% 292
2021
Q1 		$95K Buy
1,421
+21
+2% +$1.33K 0.01% 425
2020
Q4 		$93K Buy
+1,400
New +$97.6K 0.01% 432
2019
Q3 		– Sell
-123
Closed -$7K – 1827
2019
Q2 		$7K Buy
+123
New +$7.07K ﹤0.01% 1308
2015
Q4 		– Sell
-542
Closed -$18K – 1170
2015
Q3 		$18K Buy
+542
New +$18.4K 0.01% 341

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T 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 $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sonora Investment Management's XEL Position: Q3 2021 in Review

Sonora Investment Management increased its Xcel Energy (XEL) stake by 50% in Q3 2021, buying an estimated $47.3K and bringing the position to 2,100 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #263.

Sonora Investment Management first reported a position in XEL in Q3 2015 and has held it in 6 quarters since. 833 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

  • Sonora Investment Management held 2,100 shares of Xcel Energy worth $131K as of Q3 2021.
  • Sonora Investment Management bought 700 Xcel Energy shares in Q3 2021, an estimated $47.3K.
  • Xcel Energy made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #263 holding.
  • Sonora Investment Management first reported a position in Xcel Energy in Q3 2015 and has held it in 6 quarters since.
  • 833 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.