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Wakefield Asset Management’s Xcel Energy XEL Stock Holding History

Wakefield Asset Management’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
-16,879
Closed -$1.02M – 214
2020
Q1 		$1.02M Buy
+16,879
New +$1.1M 0.55% 61

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

Wakefield Asset Management's XEL Position: Q2 2020 in Review

Wakefield Asset Management sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 16,879 shares — an estimated $1.02M sold.

Wakefield Asset Management first reported a position in XEL in Q1 2020 and held it in 1 quarter. The position peaked at $1.02M in Q1 2020. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Wakefield Asset Management reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • Wakefield Asset Management sold 16,879 Xcel Energy shares in Q2 2020, an estimated $1.02M.
  • Wakefield Asset Management first reported a position in Xcel Energy in Q1 2020 and held it in 1 quarter.
  • Wakefield Asset Management's Xcel Energy position peaked at $1.02M in Q1 2020.
  • 819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Wakefield Asset Management's 13F filing for Q2 2020, filed 28 Jul 2020.