SXL
XEL icon

Summit X LLC’s Xcel Energy XEL Stock Holding History

Summit X LLC’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
2021
Q1 		– Sell
-5,825
Closed -$387K – 281
2020
Q4 		$387K Buy
+5,825
New +$406K 0.11% 179
2020
Q2 		$387K Buy
6,195
+85
+1% +$5.36K 0.14% 143
2020
Q1 		$367K Hold
6,110
– – 0.17% 121
2019
Q4 		$391K Buy
6,110
+95
+2% +$5.94K 0.15% 168
2019
Q3 		$388K Sell
6,015
-1,470
-20% -$91.6K 0.16% 160
2019
Q2 		$444K Buy
7,485
+75
+1% +$4.31K 0.18% 134
2019
Q1 		$418K Buy
7,410
+35
+0.5% +$1.86K 0.18% 143
2018
Q4 		$361K Sell
7,375
-3,385
-31% -$170K 0.21% 133
2018
Q3 		$511K Buy
10,760
+90
+0.8% +$4.25K 0.25% 107
2018
Q2 		$488K Buy
10,670
+930
+10% +$41.7K 0.27% 100
2018
Q1 		$444K Buy
9,740
+500
+5% +$22.3K 0.27% 103
2017
Q4 		$442K Buy
9,240
+100
+1% +$4.96K 0.28% 110
2017
Q3 		$433K Buy
9,140
+2,040
+29% +$97.9K 0.29% 104
2017
Q2 		$325K Buy
+7,100
New +$327K 0.23% 132

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit X LLC's XEL Position: Q1 2021 in Review

Summit X LLC sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 5,825 shares — an estimated $387K sold.

Summit X LLC first reported a position in XEL in Q2 2017 and held it in 14 quarters. The position peaked at $511K in Q3 2018. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • Summit X LLC reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • Summit X LLC sold 5,825 Xcel Energy shares in Q1 2021, an estimated $387K.
  • Summit X LLC first reported a position in Xcel Energy in Q2 2017 and held it in 14 quarters.
  • Summit X LLC's Xcel Energy position peaked at $511K in Q3 2018.
  • 837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Summit X LLC's 13F filing for Q1 2021, filed 10 May 2021.