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Welch & Forbes’s Xcel Energy XEL Stock Holding History

Welch & Forbes’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
-9,396
Closed -$626K – 396
2020
Q4 		$626K Hold
9,396
– – 0.01% 253
2020
Q3 		$648K Sell
9,396
-89
-0.9% -$6.07K 0.01% 229
2020
Q2 		$593K Buy
+9,485
New +$598K 0.01% 228

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Welch & Forbes's XEL Position: Q1 2021 in Review

Welch & Forbes sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 9,396 shares — an estimated $626K sold.

Welch & Forbes first reported a position in XEL in Q2 2020 and held it in 3 quarters. The position peaked at $648K in Q3 2020. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • Welch & Forbes reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • Welch & Forbes sold 9,396 Xcel Energy shares in Q1 2021, an estimated $626K.
  • Welch & Forbes first reported a position in Xcel Energy in Q2 2020 and held it in 3 quarters.
  • Welch & Forbes's Xcel Energy position peaked at $648K in Q3 2020.
  • 837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Welch & Forbes's 13F filing for Q1 2021, filed 14 Apr 2021.