Altus Wealth Group’s Xcel Energy XEL Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-2,114	Closed	-$141K	–	780
2020 Q4	$141K	Buy	+2,114	New	+$147K	0.13%	118

Other funds holding XEL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altus Wealth Group's XEL Position: Q1 2021 in Review

Altus Wealth Group sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 2,114 shares — an estimated $141K sold.

Altus Wealth Group first reported a position in XEL in Q4 2020 and held it in 1 quarter. The position peaked at $141K in Q4 2020. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

Altus Wealth Group reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 2,114 Xcel Energy shares in Q1 2021, an estimated $141K.
Altus Wealth Group first reported a position in Xcel Energy in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Xcel Energy position peaked at $141K in Q4 2020.
837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.