Thor Advisors’s Xcel Energy XEL Stock Holding History

Thor Advisors’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	-5,300	Closed	-$344K	–	260
2019 Q3	$344K	Buy	+5,300	New	+$330K	0.39%	95
2019 Q1	$18K	Buy	+313	New	+$16.6K	0.22%	143

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Thor Advisors's XEL Position: Q4 2019 in Review

Thor Advisors sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 5,300 shares — an estimated $344K sold.

Thor Advisors first reported a position in XEL in Q1 2019 and held it in 2 quarters. The position peaked at $344K in Q3 2019. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

Thor Advisors reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
Thor Advisors sold 5,300 Xcel Energy shares in Q4 2019, an estimated $344K.
Thor Advisors first reported a position in Xcel Energy in Q1 2019 and held it in 2 quarters.
Thor Advisors's Xcel Energy position peaked at $344K in Q3 2019.
848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on Thor Advisors's 13F filing for Q4 2019, filed 18 Feb 2020.