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FormulaFolio Investments’s Xcel Energy XEL Stock Holding History

FormulaFolio Investments’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
-5,340
Closed -$356K – 819
2020
Q4 		$356K Buy
+5,340
New +$372K 0.01% 496

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

FormulaFolio Investments's XEL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 5,340 shares — an estimated $356K sold.

FormulaFolio Investments first reported a position in XEL in Q4 2020 and held it in 1 quarter. The position peaked at $356K in Q4 2020. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • FormulaFolio Investments reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 5,340 Xcel Energy shares in Q1 2021, an estimated $356K.
  • FormulaFolio Investments first reported a position in Xcel Energy in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Xcel Energy position peaked at $356K in Q4 2020.
  • 837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.