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Wellesley Investment Partners’s Xcel Energy XEL Stock Holding History

Wellesley Investment 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
Q3 		$629K Sell
9,124
-1,553
-15% -$106K 0.22% 48
2020
Q2 		$667K Sell
10,677
-2,485
-19% -$157K 0.24% 47
2020
Q1 		$793K Sell
13,162
-1,474
-10% -$96.1K 0.32% 37
2019
Q4 		$929K Buy
14,636
+505
+4% +$31.6K 0.29% 47
2019
Q3 		$917K Buy
14,131
+1,613
+13% +$101K 0.3% 41
2019
Q2 		$744K Buy
+12,518
New +$720K 0.26% 53

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellesley Investment Partners's XEL Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Xcel Energy (XEL) stake by 15% in Q3 2020, selling an estimated $106K and leaving 9,124 shares worth $629K. The position accounts for 0.22% of the portfolio, ranked #48.

Wellesley Investment Partners first reported a position in XEL in Q2 2019 and has held it in 6 quarters since. The position peaked at $929K in Q4 2019. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • Wellesley Investment Partners held 9,124 shares of Xcel Energy worth $629K as of Q3 2020.
  • Wellesley Investment Partners sold 1,553 Xcel Energy shares in Q3 2020, an estimated $106K.
  • Xcel Energy made up 0.22% of Wellesley Investment Partners's portfolio in Q3 2020, its #48 holding.
  • Wellesley Investment Partners first reported a position in Xcel Energy in Q2 2019 and has held it in 6 quarters since.
  • Wellesley Investment Partners's Xcel Energy position peaked at $929K in Q4 2019.
  • 844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.