DWM
XEL icon

Defined Wealth Management’s Xcel Energy XEL Stock Holding History

Defined Wealth Management’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 		– Sell
-50
Closed -$3K – 208
2020
Q4 		$3K Buy
+50
New +$3.48K ﹤0.01% 205

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Defined Wealth Management's XEL Position: Q1 2021 in Review

Defined Wealth Management sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 50 shares — an estimated $3K sold.

Defined Wealth Management first reported a position in XEL in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • Defined Wealth Management reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 50 Xcel Energy shares in Q1 2021, an estimated $3K.
  • Defined Wealth Management first reported a position in Xcel Energy in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Xcel Energy position peaked at $3K in Q4 2020.
  • 837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.