Berman Capital Advisors’s Xcel Energy XEL Stock Holding History

Berman Capital 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
2021 Q3	$49K	Buy	799 +60	+8%	+$4.05K	0.01%	680
2021 Q2	$48K	Buy	739 +151	+26%	+$10.5K	0.01%	604
2021 Q1	$39K	Buy	588 +71	+14%	+$4.49K	0.01%	575
2020 Q4	$34K	Buy	517 +20	+4%	+$1.39K	0.01%	514
2020 Q3	$33K	Hold	497	–	–	0.01%	458
2020 Q2	$30K	Buy	497 +72	+17%	+$4.54K	0.01%	444
2020 Q1	$24K	Buy	425 +265	+166%	+$17.3K	0.01%	453
2019 Q4	$10K	Buy	160 +83	+108%	+$5.19K	﹤0.01%	757
2019 Q3	$5K	Hold	77	–	–	﹤0.01%	969
2019 Q2	$4K	Hold	77	–	–	﹤0.01%	1045
2019 Q1	$4K	Hold	77	–	–	﹤0.01%	948
2018 Q4	$2K	Buy	+77	New	+$3.86K	﹤0.01%	915

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Berman Capital Advisors's XEL Position: Q3 2021 in Review

Berman Capital Advisors increased its Xcel Energy (XEL) stake by 8.1% in Q3 2021, buying an estimated $4.05K and bringing the position to 799 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #680.

Berman Capital Advisors first reported a position in XEL in Q4 2018 and has held it in 12 quarters since. 833 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

Berman Capital Advisors held 799 shares of Xcel Energy worth $49K as of Q3 2021.
Berman Capital Advisors bought 60 Xcel Energy shares in Q3 2021, an estimated $4.05K.
Xcel Energy made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #680 holding.
Berman Capital Advisors first reported a position in Xcel Energy in Q4 2018 and has held it in 12 quarters since.
833 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.