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Filbrandt Wealth Management’s Xcel Energy XEL Stock Holding History

Filbrandt 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
Q3 		$117K Hold
1,871
– – 0.07% 53
2021
Q2 		$123K Buy
1,871
+9
+0.5% +$626 0.07% 53
2021
Q1 		$124K Buy
1,862
+25
+1% +$1.58K 0.07% 51
2020
Q4 		$122K Hold
1,837
– – 0.08% 47
2020
Q3 		$127K Sell
1,837
-49
-3% -$3.34K 0.1% 41
2020
Q2 		$118K Buy
1,886
+49
+3% +$3.09K 0.09% 61
2020
Q1 		$111K Sell
1,837
-6
-0.3% -$391 0.12% 38
2019
Q4 		$117K Buy
+1,843
New +$115K 0.1% 43

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Filbrandt Wealth Management's XEL Position: Q3 2021 in Review

Filbrandt Wealth Management held its Xcel Energy (XEL) position steady in Q3 2021 at 1,871 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #53.

Filbrandt Wealth Management first reported a position in XEL in Q4 2019 and has held it in 8 quarters since. The position peaked at $127K in Q3 2020. 832 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

  • Filbrandt Wealth Management held 1,871 shares of Xcel Energy worth $117K as of Q3 2021.
  • Filbrandt Wealth Management left its Xcel Energy share count unchanged in Q3 2021.
  • Xcel Energy made up 0.07% of Filbrandt Wealth Management's portfolio in Q3 2021, its #53 holding.
  • Filbrandt Wealth Management first reported a position in Xcel Energy in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's Xcel Energy position peaked at $127K in Q3 2020.
  • 832 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.