Clarus Wealth Advisors’s Xcel Energy XEL Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-6,087	Closed	-$362K	–	556
2019 Q2	$362K	Buy	6,087 +40	+0.7%	+$2.3K	0.26%	68
2019 Q1	$340K	Buy	6,047 +41	+0.7%	+$2.18K	0.25%	58
2018 Q4	$296K	Sell	6,006 -7	-0.1%	-$351	0.47%	42
2018 Q3	$284K	Buy	6,013 +89	+2%	+$4.2K	0.19%	75
2018 Q2	$269K	Hold	5,924	–	–	0.2%	66
2018 Q1	$269K	Buy	5,924 +41	+0.7%	+$1.83K	0.25%	66
2017 Q4	$283K	Buy	+5,883	New	+$292K	0.27%	62

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Clarus Wealth Advisors's XEL Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 6,087 shares — an estimated $362K sold.

Clarus Wealth Advisors first reported a position in XEL in Q4 2017 and held it in 7 quarters. The position peaked at $362K in Q2 2019. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Clarus Wealth Advisors reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 6,087 Xcel Energy shares in Q3 2019, an estimated $362K.
Clarus Wealth Advisors first reported a position in Xcel Energy in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's Xcel Energy position peaked at $362K in Q2 2019.
805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.