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Winslow Evans & Crocker’s Xcel Energy XEL Stock Holding History

Winslow Evans & Crocker’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
Q4 		$166K Buy
2,492
+1,091
+78% +$76K 0.03% 361
2020
Q3 		$97K Sell
1,401
-135
-9% -$9.21K 0.02% 361
2020
Q2 		$96K Hold
1,536
– – 0.03% 365
2020
Q1 		$96K Hold
1,536
– – 0.03% 335
2019
Q4 		$98K Sell
1,536
-134
-8% -$8.38K 0.03% 401
2019
Q3 		$110K Hold
1,670
– – 0.03% 381
2019
Q2 		$100K Hold
1,670
– – 0.03% 399
2019
Q1 		$96K Hold
1,670
– – 0.03% 392
2018
Q4 		$84K Hold
1,670
– – 0.03% 390
2018
Q3 		$80K Hold
1,670
– – 0.02% 408
2018
Q2 		$78K Hold
1,670
– – 0.02% 414
2018
Q1 		$75.9K Sell
1,670
-470
-22% -$20.9K 0.02% 401
2017
Q4 		$103K Hold
2,140
– – 0.03% 364
2017
Q3 		$101K Sell
2,140
-1,134
-35% -$54.4K 0.03% 363
2017
Q2 		$150K Buy
3,274
+266
+9% +$12.2K 0.04% 358
2017
Q1 		$134K Hold
3,008
– – 0.04% 362
2016
Q4 		$122K Hold
3,008
– – 0.04% 369
2016
Q3 		$124K Hold
3,008
– – 0.04% 363
2016
Q2 		$135K Buy
3,008
+1
+0% +$41 0.04% 329
2016
Q1 		$126K Sell
3,007
-1
-0% -$39 0.04% 326
2015
Q4 		$108K Buy
3,008
+536
+22% +$19.1K 0.03% 382
2015
Q3 		$87.5K Sell
2,472
-1,070
-30% -$36.4K 0.03% 405
2015
Q2 		$114K Hold
3,542
– – 0.03% 401
2015
Q1 		$123K Hold
3,542
– – 0.03% 386
2014
Q4 		$127K Hold
3,542
– – 0.04% 366
2014
Q3 		$108K Buy
3,542
+471
+15% +$14.7K 0.03% 410
2014
Q2 		$99K Hold
3,071
– – 0.03% 364
2014
Q1 		$93.2K Hold
3,071
– – 0.03% 362
2013
Q4 		$86K Buy
+3,071
New +$86.7K 0.03% 407

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

Winslow Evans & Crocker's XEL Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Xcel Energy (XEL) stake by 78% in Q4 2020, buying an estimated $76K and bringing the position to 2,492 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #361.

Winslow Evans & Crocker first reported a position in XEL in Q4 2013 and has held it in 29 quarters since. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • Winslow Evans & Crocker held 2,492 shares of Xcel Energy worth $166K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,091 Xcel Energy shares in Q4 2020, an estimated $76K.
  • Xcel Energy made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #361 holding.
  • Winslow Evans & Crocker first reported a position in Xcel Energy in Q4 2013 and has held it in 29 quarters since.
  • 888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.