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Stack Financial Management’s Xcel Energy XEL Stock Holding History

Stack Financial 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
2019
Q4 		– Sell
-194,742
Closed -$12.6M – 52
2019
Q3 		$12.6M Buy
194,742
+3,927
+2% +$245K 1.5% 26
2019
Q2 		$11.4M Buy
190,815
+1,415
+0.7% +$81.4K 1.27% 34
2019
Q1 		$10.6M Buy
189,400
+2,030
+1% +$108K 1.28% 31
2018
Q4 		$9.23M Sell
187,370
-2,105
-1% -$106K 1.14% 33
2018
Q3 		$8.95M Buy
+189,475
New +$8.95M 0.97% 43

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stack Financial Management's XEL Position: Q4 2019 in Review

Stack Financial Management sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 194,742 shares — an estimated $12.6M sold.

Stack Financial Management first reported a position in XEL in Q3 2018 and held it in 5 quarters. The position peaked at $12.6M in Q3 2019. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

  • Stack Financial Management reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
  • Stack Financial Management sold 194,742 Xcel Energy shares in Q4 2019, an estimated $12.6M.
  • Stack Financial Management first reported a position in Xcel Energy in Q3 2018 and held it in 5 quarters.
  • Stack Financial Management's Xcel Energy position peaked at $12.6M in Q3 2019.
  • 848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on Stack Financial Management's 13F filing for Q4 2019, filed 24 Jan 2020.