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Evolution Wealth Advisors’s Xcel Energy XEL Stock Holding History

Evolution 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
2021
Q4 		– Sell
-68
Closed -$4K – 636
2021
Q3 		$4K Hold
68
– – ﹤0.01% 581
2021
Q2 		$4K Hold
68
– – ﹤0.01% 569
2021
Q1 		$5K Hold
68
– – ﹤0.01% 540
2020
Q4 		$5K Sell
68
-107
-61% -$7.46K ﹤0.01% 458
2020
Q3 		$12K Hold
175
– – ﹤0.01% 334
2020
Q2 		$11K Buy
175
+68
+64% +$4.29K ﹤0.01% 278
2020
Q1 		$6K Buy
107
+10
+10% +$652 ﹤0.01% 247
2019
Q4 		$6K Sell
97
-78
-45% -$4.88K ﹤0.01% 386
2019
Q3 		$11K Buy
175
+107
+157% +$6.67K 0.01% 163
2019
Q2 		$4K Buy
+68
New +$3.91K ﹤0.01% 316

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Evolution Wealth Advisors's XEL Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 68 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in XEL in Q2 2019 and held it in 10 quarters. The position peaked at $12K in Q3 2020. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 68 Xcel Energy shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Xcel Energy in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Xcel Energy position peaked at $12K in Q3 2020.
  • 910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.