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Gladstone Institutional Advisory’s Xcel Energy XEL Stock Holding History

Gladstone Institutional Advisory’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
-3,970
Closed -$248K – 634
2021
Q3 		$248K Buy
3,970
+28
+0.7% +$1.89K 0.02% 470
2021
Q2 		$260K Sell
3,942
-2,830
-42% -$197K 0.03% 434
2021
Q1 		$450K Buy
+6,772
New +$428K 0.07% 250

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

Gladstone Institutional Advisory's XEL Position: Q4 2021 in Review

Gladstone Institutional Advisory sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 3,970 shares — an estimated $248K sold.

Gladstone Institutional Advisory first reported a position in XEL in Q1 2021 and held it in 3 quarters. The position peaked at $450K in Q1 2021. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

  • Gladstone Institutional Advisory reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,970 Xcel Energy shares in Q4 2021, an estimated $248K.
  • Gladstone Institutional Advisory first reported a position in Xcel Energy in Q1 2021 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Xcel Energy position peaked at $450K in Q1 2021.
  • 910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2021, filed 11 Feb 2022.