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Sullivan, Bruyette, Speros & Blaney’s Xcel Energy XEL Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
-4,121
Closed -$248K – 337
2020
Q1 		$248K Hold
4,121
– – 0.02% 185
2019
Q4 		$262K Hold
4,121
– – 0.01% 210
2019
Q3 		$267K Hold
4,121
– – 0.02% 198
2019
Q2 		$245K Hold
4,121
– – 0.01% 204
2019
Q1 		$232K Buy
+4,121
New +$219K 0.01% 194

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

Sullivan, Bruyette, Speros & Blaney's XEL Position: Q2 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 4,121 shares — an estimated $248K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in XEL in Q1 2019 and held it in 5 quarters. The position peaked at $267K in Q3 2019. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 4,121 Xcel Energy shares in Q2 2020, an estimated $248K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Xcel Energy in Q1 2019 and held it in 5 quarters.
  • Sullivan, Bruyette, Speros & Blaney's Xcel Energy position peaked at $267K in Q3 2019.
  • 819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q2 2020, filed 12 Aug 2020.