AWM
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Aevitas Wealth Management’s Xcel Energy XEL Stock Holding History

Aevitas Wealth 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
2019
Q2 		– Sell
-77
Closed -$4K – 358
2019
Q1 		$4K Hold
77
– – ﹤0.01% 342
2018
Q4 		$4K Hold
77
– – ﹤0.01% 354
2018
Q3 		$4K Hold
77
– – ﹤0.01% 406
2018
Q2 		$4K Hold
77
– – ﹤0.01% 381
2018
Q1 		$4K Buy
+77
New +$3.43K ﹤0.01% 384

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aevitas Wealth Management's XEL Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Xcel Energy (XEL) in Q2 2019, closing a stake of 77 shares — an estimated $4K sold.

Aevitas Wealth Management first reported a position in XEL in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 792 funds tracked by Wall St. Rank hold XEL as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Xcel Energy position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 77 Xcel Energy shares in Q2 2019, an estimated $4K.
  • Aevitas Wealth Management first reported a position in Xcel Energy in Q1 2018 and held it in 5 quarters.
  • Aevitas Wealth Management's Xcel Energy position peaked at $4K in Q1 2019.
  • 792 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.