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CWS Financial Advisors’s Xcel Energy XEL Stock Holding History

CWS Financial 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
2020
Q3 		– Sell
-3,869
Closed -$242K – 131
2020
Q2 		$242K Hold
3,869
– – 0.17% 108
2020
Q1 		$246K Hold
3,869
– – 0.18% 104
2019
Q4 		$246K Buy
+3,869
New +$242K 0.18% 105

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWS Financial Advisors's XEL Position: Q3 2020 in Review

CWS Financial Advisors sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 3,869 shares — an estimated $242K sold.

CWS Financial Advisors first reported a position in XEL in Q4 2019 and held it in 3 quarters. The position peaked at $246K in Q1 2020. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • CWS Financial Advisors reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
  • CWS Financial Advisors sold 3,869 Xcel Energy shares in Q3 2020, an estimated $242K.
  • CWS Financial Advisors first reported a position in Xcel Energy in Q4 2019 and held it in 3 quarters.
  • CWS Financial Advisors's Xcel Energy position peaked at $246K in Q1 2020.
  • 844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on CWS Financial Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.