All Terrain Financial Advisors’s Xcel Energy XEL Stock Holding History

All Terrain Financial Advisors’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	-3,999	Closed	-$241K	–	180
2020 Q1	$241K	Hold	3,999	–	–	0.1%	110
2019 Q4	$254K	Hold	3,999	–	–	0.08%	128
2019 Q3	$260K	Hold	3,999	–	–	0.09%	128
2019 Q2	$238K	Hold	3,999	–	–	0.08%	134
2019 Q1	$225K	Buy	+3,999	New	+$213K	0.08%	147
2018 Q4	–	Sell	-4,689	Closed	-$221K	–	246
2018 Q3	$221K	Sell	4,689 -250	-5%	-$11.8K	0.09%	146
2018 Q2	$226K	Hold	4,939	–	–	0.1%	142
2018 Q1	$225K	Sell	4,939 -262	-5%	-$11.7K	0.1%	143
2017 Q4	$250K	Buy	+5,201	New	+$258K	0.11%	136

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

All Terrain Financial Advisors's XEL Position: Q2 2020 in Review

All Terrain Financial Advisors sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 3,999 shares — an estimated $241K sold.

All Terrain Financial Advisors first reported a position in XEL in Q4 2017 and held it in 9 quarters. The position peaked at $260K in Q3 2019. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

All Terrain Financial Advisors reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
All Terrain Financial Advisors sold 3,999 Xcel Energy shares in Q2 2020, an estimated $241K.
All Terrain Financial Advisors first reported a position in Xcel Energy in Q4 2017 and held it in 9 quarters.
All Terrain Financial Advisors's Xcel Energy position peaked at $260K in Q3 2019.
819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on All Terrain Financial Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.