Braun-Bostich & Associates’s Xcel Energy XEL Stock Holding History

Braun-Bostich & Associates’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 Q4	–	Sell	-450	Closed	-$31K	–	230
2020 Q3	$31K	Hold	450	–	–	0.03%	183
2020 Q2	$28K	Hold	450	–	–	0.03%	150
2020 Q1	$26K	Hold	450	–	–	0.03%	147
2019 Q4	$28K	Buy	+450	New	+$28.2K	0.03%	166
2019 Q3	–	Sell	-450	Closed	-$27K	–	311
2019 Q2	$27K	Hold	450	–	–	0.03%	219
2019 Q1	$25K	Hold	450	–	–	0.03%	233
2018 Q4	$22K	Hold	450	–	–	0.02%	224
2018 Q3	$21K	Hold	450	–	–	0.02%	230
2018 Q2	$21K	Hold	450	–	–	0.02%	220
2018 Q1	$20K	Hold	450	–	–	0.02%	219
2017 Q4	$22K	Buy	+450	New	+$22.3K	0.02%	218

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Braun-Bostich & Associates's XEL Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 450 shares — an estimated $31K sold.

Braun-Bostich & Associates first reported a position in XEL in Q4 2017 and held it in 11 quarters. The position peaked at $31K in Q3 2020. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

Braun-Bostich & Associates reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 450 Xcel Energy shares in Q4 2020, an estimated $31K.
Braun-Bostich & Associates first reported a position in Xcel Energy in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's Xcel Energy position peaked at $31K in Q3 2020.
888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.