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Sterling Investment Advisors (Missouri)’s Xcel Energy XEL Stock Holding History

Sterling Investment Advisors (Missouri)’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
Q3 		– Sell
-4,278
Closed -$268K – 24
2020
Q2 		$268K Buy
+4,278
New +$270K 0.22% 23

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
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 $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s XEL Position: Q3 2020 in Review

Sterling Investment Advisors (Missouri) sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 4,278 shares — an estimated $268K sold.

Sterling Investment Advisors (Missouri) first reported a position in XEL in Q2 2020 and held it in 1 quarter. The position peaked at $268K in Q2 2020. 845 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • Sterling Investment Advisors (Missouri) reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Missouri) sold 4,278 Xcel Energy shares in Q3 2020, an estimated $268K.
  • Sterling Investment Advisors (Missouri) first reported a position in Xcel Energy in Q2 2020 and held it in 1 quarter.
  • Sterling Investment Advisors (Missouri)'s Xcel Energy position peaked at $268K in Q2 2020.
  • 845 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q3 2020, filed 14 Oct 2020.