Clear Perspective Advisors’s Xcel Energy XEL Stock Holding History

Clear Perspective 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 Q4	–	Sell	-900	Closed	-$54K	–	155
2019 Q3	$54K	Hold	900	–	–	0.02%	147
2019 Q2	$54K	Buy	+900	New	+$51.7K	0.03%	185
2018 Q3	–	Sell	-900	Closed	-$41K	–	447
2018 Q2	$41K	Hold	900	–	–	0.03%	272
2018 Q1	$41K	Hold	900	–	–	0.03%	253
2017 Q4	$43K	Hold	900	–	–	0.03%	243
2017 Q3	$43K	Hold	900	–	–	0.04%	244
2017 Q2	$41K	Hold	900	–	–	0.03%	243
2017 Q1	$40K	Hold	900	–	–	0.03%	230
2016 Q4	$37K	Buy	+900	New	+$36K	0.02%	225

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspective Advisors's XEL Position: Q4 2019 in Review

Clear Perspective Advisors sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 900 shares — an estimated $54K sold.

Clear Perspective Advisors first reported a position in XEL in Q4 2016 and held it in 9 quarters. The position peaked at $54K in Q3 2019. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

Clear Perspective Advisors reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 900 Xcel Energy shares in Q4 2019, an estimated $54K.
Clear Perspective Advisors first reported a position in Xcel Energy in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's Xcel Energy position peaked at $54K in Q3 2019.
848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.