Cordasco Financial Network’s Xcel Energy XEL Stock Holding History

Cordasco Financial Network’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 Q3	–	Sell	-200	Closed	-$13K	–	548
2020 Q2	$13K	Hold	200	–	–	0.01%	258
2020 Q1	$12K	Hold	200	–	–	0.01%	241
2019 Q4	$13K	Hold	200	–	–	0.01%	255
2019 Q3	$13K	Hold	200	–	–	0.01%	261
2019 Q2	$12K	Hold	200	–	–	0.01%	265
2019 Q1	$11K	Hold	200	–	–	0.01%	299
2018 Q4	$10K	Hold	200	–	–	0.01%	248
2018 Q3	$9K	Hold	200	–	–	0.01%	253
2018 Q2	$9K	Buy	+200	New	+$8.96K	0.01%	255

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

Cordasco Financial Network's XEL Position: Q3 2020 in Review

Cordasco Financial Network sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 200 shares — an estimated $13K sold.

Cordasco Financial Network first reported a position in XEL in Q2 2018 and held it in 9 quarters. The position peaked at $13K in Q2 2020. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

Cordasco Financial Network reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
Cordasco Financial Network sold 200 Xcel Energy shares in Q3 2020, an estimated $13K.
Cordasco Financial Network first reported a position in Xcel Energy in Q2 2018 and held it in 9 quarters.
Cordasco Financial Network's Xcel Energy position peaked at $13K in Q2 2020.
844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Cordasco Financial Network's 13F filing for Q3 2020, filed 13 Oct 2020.