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Yorktown Management & Research Company’s Xcel Energy XEL Stock Holding History

Yorktown Management & Research Company’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
-3,400
Closed -$205K – 322
2020
Q1 		$205K Hold
3,400
– – 0.21% 222
2019
Q4 		$216K Hold
3,400
– – 0.12% 264
2019
Q3 		$221K Hold
3,400
– – 0.12% 264
2019
Q2 		$202K Buy
+3,400
New +$195K 0.08% 286

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

Yorktown Management & Research Company's XEL Position: Q2 2020 in Review

Yorktown Management & Research Company sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 3,400 shares — an estimated $205K sold.

Yorktown Management & Research Company first reported a position in XEL in Q2 2019 and held it in 4 quarters. The position peaked at $221K in Q3 2019. 820 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Yorktown Management & Research Company reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
  • Yorktown Management & Research Company sold 3,400 Xcel Energy shares in Q2 2020, an estimated $205K.
  • Yorktown Management & Research Company first reported a position in Xcel Energy in Q2 2019 and held it in 4 quarters.
  • Yorktown Management & Research Company's Xcel Energy position peaked at $221K in Q3 2019.
  • 820 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Yorktown Management & Research Company's 13F filing for Q2 2020, filed 11 Aug 2020.