CSat Investment Advisory’s Xcel Energy XEL Stock Holding History

CSat Investment Advisory’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
2021 Q1	$26K	Buy	396 +132	+50%	+$8.34K	0.02%	330
2020 Q4	$18K	Sell	264 -1,573	-86%	-$110K	0.02%	363
2020 Q3	$126K	Sell	1,837 -1,843	-50%	-$126K	0.01%	385
2020 Q2	$230K	Sell	3,680 -259	-7%	-$16.3K	0.03%	279
2020 Q1	$238K	Buy	3,939 +284	+8%	+$18.5K	0.05%	213
2019 Q4	$232K	Buy	3,655 +109	+3%	+$6.82K	0.06%	214
2019 Q3	$230K	Sell	3,546 -190	-5%	-$11.8K	0.07%	192
2019 Q2	$222K	Buy	3,736 +3,554	+1,953%	+$204K	0.08%	176
2019 Q1	$10K	Buy	182 +8	+5%	+$426	0.01%	433
2018 Q4	$9K	Buy	174 +1	+0.6%	+$50	0.01%	430
2018 Q3	$8K	Sell	173 -13	-7%	-$614	﹤0.01%	421
2018 Q2	$8K	Buy	+186	New	+$8.33K	﹤0.01%	401

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSat Investment Advisory's XEL Position: Q1 2021 in Review

CSat Investment Advisory increased its Xcel Energy (XEL) stake by 50% in Q1 2021, buying an estimated $8.34K and bringing the position to 396 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #330.

CSat Investment Advisory first reported a position in XEL in Q2 2018 and has held it in 12 quarters since. The position peaked at $238K in Q1 2020. 838 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

CSat Investment Advisory held 396 shares of Xcel Energy worth $26K as of Q1 2021.
CSat Investment Advisory bought 132 Xcel Energy shares in Q1 2021, an estimated $8.34K.
Xcel Energy made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #330 holding.
CSat Investment Advisory first reported a position in Xcel Energy in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Xcel Energy position peaked at $238K in Q1 2020.
838 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.