Clearview Wealth Advisors’s Xcel Energy XEL Stock Holding History

Clearview 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
2022 Q2	–	Sell	-110	Closed	-$8K	–	653
2022 Q1	$8K	Sell	110 -148	-57%	-$10.2K	0.01%	414
2021 Q4	$17K	Buy	258 +1	+0.4%	+$65	0.01%	352
2021 Q3	$16K	Buy	257 +1	+0.4%	+$68	0.01%	364
2021 Q2	$17K	Buy	256 +1	+0.4%	+$70	0.01%	363
2021 Q1	$17K	Hold	255	–	–	0.01%	357
2020 Q4	$17K	Buy	+255	New	+$17.8K	0.01%	318

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MAM

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

Clearview Wealth Advisors's XEL Position: Q2 2022 in Review

Clearview Wealth Advisors sold out of Xcel Energy (XEL) in Q2 2022, closing a stake of 110 shares — an estimated $8K sold.

Clearview Wealth Advisors first reported a position in XEL in Q4 2020 and held it in 6 quarters. The position peaked at $17K in Q4 2021. 942 funds tracked by Wall St. Rank hold XEL as of Q2 2022.

Clearview Wealth Advisors reported no remaining Xcel Energy position as of Q2 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 110 Xcel Energy shares in Q2 2022, an estimated $8K.
Clearview Wealth Advisors first reported a position in Xcel Energy in Q4 2020 and held it in 6 quarters.
Clearview Wealth Advisors's Xcel Energy position peaked at $17K in Q4 2021.
942 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2022.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.