GSB Wealth Management’s Xcel Energy XEL Stock Holding History

GSB 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
2020 Q4	–	Sell	-3,365	Closed	-$232K	–	55
2020 Q3	$232K	Hold	3,365	–	–	1.06%	45
2020 Q2	$210K	Hold	3,365	–	–	1.17%	43
2020 Q1	$203K	Hold	3,365	–	–	1.48%	38
2019 Q4	$214K	Hold	3,365	–	–	0.88%	48
2019 Q3	$218K	Hold	3,365	–	–	1.06%	44
2019 Q2	$200K	Sell	3,365 -3,365	-50%	-$193K	1.04%	48
2019 Q1	$378K	Hold	6,730	–	–	1.62%	22
2018 Q4	$332K	Hold	6,730	–	–	1.75%	21
2018 Q3	$318K	Hold	6,730	–	–	1.31%	32
2018 Q2	$307K	Hold	6,730	–	–	1.45%	29
2018 Q1	$306K	Hold	6,730	–	–	1.48%	29
2017 Q4	$324K	Hold	6,730	–	–	1.46%	27
2017 Q3	$318K	Hold	6,730	–	–	1.5%	29
2017 Q2	$309K	Sell	6,730 -4,450	-40%	-$205K	1.4%	29
2017 Q1	$497K	Hold	11,180	–	–	2.11%	13
2016 Q4	$455K	Buy	+11,180	New	+$447K	1.78%	16

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GSB Wealth Management's XEL Position: Q4 2020 in Review

GSB Wealth Management sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 3,365 shares — an estimated $232K sold.

GSB Wealth Management first reported a position in XEL in Q4 2016 and held it in 16 quarters. The position peaked at $497K in Q1 2017. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

GSB Wealth Management reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
GSB Wealth Management sold 3,365 Xcel Energy shares in Q4 2020, an estimated $232K.
GSB Wealth Management first reported a position in Xcel Energy in Q4 2016 and held it in 16 quarters.
GSB Wealth Management's Xcel Energy position peaked at $497K in Q1 2017.
888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on GSB Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.