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Squar Milner Financial Services’s Xcel Energy XEL Stock Holding History

Squar Milner Financial Services’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
-119
Closed -$7K – 739
2020
Q1 		$7K Sell
119
-6
-5% -$391 ﹤0.01% 577
2019
Q4 		$7K Buy
+125
New +$7.82K ﹤0.01% 617
2019
Q3 		– Sell
-8
Closed – – 733
2019
Q2 		$0 Hold
8
– – ﹤0.01% 900
2019
Q1 		$0 Hold
8
– – ﹤0.01% 852
2018
Q4 		$0 Hold
8
– – ﹤0.01% 780
2018
Q3 		$0 Hold
8
– – ﹤0.01% 870
2018
Q2 		$0 Buy
+8
New +$358 ﹤0.01% 849

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Squar Milner Financial Services's XEL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 119 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in XEL in Q2 2018 and held it in 7 quarters. The position peaked at $7K in Q1 2020. 820 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 119 Xcel Energy shares in Q2 2020, an estimated $7K.
  • Squar Milner Financial Services first reported a position in Xcel Energy in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Xcel Energy position peaked at $7K in Q1 2020.
  • 820 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.