Guidant Wealth Advisors’s Xcel Energy XEL Stock Holding History

Guidant 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
2019 Q3	$254K	Buy	3,907 +5	+0.1%	+$312	0.09%	99
2019 Q2	$232K	Buy	3,902 +13	+0.3%	+$747	0.09%	102
2019 Q1	$219K	Buy	3,889 +936	+32%	+$49.8K	0.09%	102
2018 Q4	$145K	Buy	2,953 +6	+0.2%	+$301	0.07%	89
2018 Q3	$138K	Buy	2,947 +6	+0.2%	+$283	0.06%	47
2018 Q2	$135K	Buy	2,941 +7	+0.2%	+$314	0.06%	47
2018 Q1	$131K	Buy	2,934 +5	+0.2%	+$223	0.06%	48
2017 Q4	$138K	Buy	2,929 +6	+0.2%	+$298	0.06%	47
2017 Q3	$139K	Buy	2,923 +5	+0.2%	+$240	0.1%	44
2017 Q2	$132K	Hold	2,918	–	–	0.07%	75
2017 Q1	$130K	Buy	+2,918	New	+$124K	0.07%	79

Other funds holding XEL

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Guidant Wealth Advisors's XEL Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Xcel Energy (XEL) stake by 0.13% in Q3 2019, buying an estimated $312 and bringing the position to 3,907 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #99.

Guidant Wealth Advisors first reported a position in XEL in Q1 2017 and has held it in 11 quarters since. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Guidant Wealth Advisors held 3,907 shares of Xcel Energy worth $254K as of Q3 2019.
Guidant Wealth Advisors bought 5 Xcel Energy shares in Q3 2019, an estimated $312.
Xcel Energy made up 0.09% of Guidant Wealth Advisors's portfolio in Q3 2019, its #99 holding.
Guidant Wealth Advisors first reported a position in Xcel Energy in Q1 2017 and has held it in 11 quarters since.
805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.