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Verus Capital Partners’s Xcel Energy XEL Stock Holding History

Verus Capital Partners’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
Q1 		$67K Buy
1,106
+4
+0.4% +$261 0.02% 412
2019
Q4 		$70K Buy
+1,102
New +$68.9K 0.02% 499

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Verus Capital Partners's XEL Position: Q1 2020 in Review

Verus Capital Partners increased its Xcel Energy (XEL) stake by 0.36% in Q1 2020, buying an estimated $261 and bringing the position to 1,106 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #412.

Verus Capital Partners first reported a position in XEL in Q4 2019 and has held it in 2 quarters since. The position peaked at $70K in Q4 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

  • Verus Capital Partners held 1,106 shares of Xcel Energy worth $67K as of Q1 2020.
  • Verus Capital Partners bought 4 Xcel Energy shares in Q1 2020, an estimated $261.
  • Xcel Energy made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #412 holding.
  • Verus Capital Partners first reported a position in Xcel Energy in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Xcel Energy position peaked at $70K in Q4 2019.
  • 842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.