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Woodley Farra Manion Portfolio Management’s Xcel Energy XEL Stock Holding History

Woodley Farra Manion Portfolio 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
Q3 		– Sell
-181
Closed -$11K – 401
2020
Q2 		$11K Hold
181
– – ﹤0.01% 268
2020
Q1 		$11K Hold
181
– – ﹤0.01% 275
2019
Q4 		$11K Buy
+181
New +$11.3K ﹤0.01% 279

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's XEL Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 181 shares — an estimated $11K sold.

Woodley Farra Manion Portfolio Management first reported a position in XEL in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q2 2020. 845 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 181 Xcel Energy shares in Q3 2020, an estimated $11K.
  • Woodley Farra Manion Portfolio Management first reported a position in Xcel Energy in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Xcel Energy position peaked at $11K in Q2 2020.
  • 845 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.