Spectrum Management Group’s Xcel Energy XEL Stock Holding History

Spectrum Management 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	-112	Closed	-$8K	–	291
2020 Q3	$8K	Buy	112 +3	+3%	+$205	﹤0.01%	208
2020 Q2	$7K	Hold	109	–	–	﹤0.01%	216
2020 Q1	$7K	Buy	+109	New	+$7.1K	﹤0.01%	197
2018 Q3	–	Sell	-100	Closed	-$5K	–	247
2018 Q2	$5K	Buy	+100	New	+$4.48K	﹤0.01%	198
2016 Q4	–	Sell	-7,935	Closed	-$326K	–	97
2016 Q3	$326K	Buy	7,935 +245	+3%	+$10.5K	0.13%	77
2016 Q2	$344K	Buy	7,690 +5,430	+240%	+$225K	0.14%	80
2016 Q1	$95K	Buy	+2,260	New	+$88.1K	0.04%	107

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spectrum Management Group's XEL Position: Q4 2020 in Review

Spectrum Management Group sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 112 shares — an estimated $8K sold.

Spectrum Management Group first reported a position in XEL in Q1 2016 and held it in 7 quarters. The position peaked at $344K in Q2 2016. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

Spectrum Management Group reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
Spectrum Management Group sold 112 Xcel Energy shares in Q4 2020, an estimated $8K.
Spectrum Management Group first reported a position in Xcel Energy in Q1 2016 and held it in 7 quarters.
Spectrum Management Group's Xcel Energy position peaked at $344K in Q2 2016.
888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Spectrum Management Group's 13F filing for Q4 2020, filed 9 Feb 2021.