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Divergent Wealth Advisors’s Xcel Energy XEL Stock Holding History

Divergent 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
2018
Q4 		– Sell
-467
Closed -$23K – 125
2018
Q3 		$23K Hold
467
– – 0.01% 92
2018
Q2 		$21K Hold
467
– – 0.01% 95
2018
Q1 		$21K Buy
+467
New +$20.8K 0.01% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Divergent Wealth Advisors's XEL Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 467 shares — an estimated $23K sold.

Divergent Wealth Advisors first reported a position in XEL in Q1 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 467 Xcel Energy shares in Q4 2018, an estimated $23K.
  • Divergent Wealth Advisors first reported a position in Xcel Energy in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Xcel Energy position peaked at $23K in Q3 2018.
  • 758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.