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Sun Life Financial’s Xcel Energy XEL Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-319
Closed -$21K – 491
2021
Q1 		$21K Buy
319
+8
+3% +$506 ﹤0.01% 265
2020
Q4 		$21K Sell
311
-4
-1% -$279 ﹤0.01% 249
2020
Q3 		$22K Buy
315
+4
+1% +$273 ﹤0.01% 229
2020
Q2 		$19K Sell
311
-6
-2% -$378 ﹤0.01% 215
2020
Q1 		$19K Buy
317
+7
+2% +$456 ﹤0.01% 201
2019
Q4 		$20K Sell
310
-117
-27% -$7.32K 0.01% 218
2019
Q3 		$28K Buy
427
+11
+3% +$685 0.01% 358
2019
Q2 		$25K Sell
416
-463
-53% -$26.6K 0.01% 366
2019
Q1 		$49K Sell
879
-526
-37% -$28K 0.01% 359
2018
Q4 		$69K Buy
1,405
+8
+0.6% +$401 0.01% 336
2018
Q3 		$66K Buy
1,397
+19
+1% +$897 0.01% 386
2018
Q2 		$63K Buy
1,378
+1,273
+1,212% +$57K 0.01% 388
2018
Q1 		$2.31K Sell
105
-1,008
-91% -$44.9K 0.02% 198
2017
Q4 		$54K Sell
1,113
-2,629
-70% -$130K 0.01% 263
2017
Q3 		$177K Buy
3,742
+27
+0.7% +$1.29K 0.02% 249
2017
Q2 		$170K Buy
3,715
+3,703
+30,858% +$170K 0.02% 256
2017
Q1 		$274 Buy
12
+1
+9% +$42 ﹤0.01% 228
2016
Q4 		$272 Buy
+11
New +$440 ﹤0.01% 177

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sun Life Financial's XEL Position: Q2 2021 in Review

Sun Life Financial sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 319 shares — an estimated $21K sold.

Sun Life Financial first reported a position in XEL in Q4 2016 and held it in 18 quarters. The position peaked at $177K in Q3 2017. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

  • Sun Life Financial reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 319 Xcel Energy shares in Q2 2021, an estimated $21K.
  • Sun Life Financial first reported a position in Xcel Energy in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Xcel Energy position peaked at $177K in Q3 2017.
  • 849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.