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Harvest Group Wealth Management’s Xcel Energy XEL Stock Holding History

Harvest Group 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
Q1 		– Sell
-10
Closed -$1K – 729
2020
Q4 		$1K Hold
10
– – ﹤0.01% 585
2020
Q3 		$1K Hold
10
– – ﹤0.01% 541
2020
Q2 		$0 Hold
10
– – ﹤0.01% 880
2020
Q1 		$0 Sell
10
-46
-82% -$3K ﹤0.01% 1054
2019
Q4 		$3K Sell
56
-5
-8% -$313 ﹤0.01% 553
2019
Q3 		$4K Hold
61
– – ﹤0.01% 508
2019
Q2 		$3K Hold
61
– – ﹤0.01% 488
2019
Q1 		$3K Buy
+61
New +$3.25K ﹤0.01% 550

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

Harvest Group Wealth Management's XEL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in XEL in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2019. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Xcel Energy shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Xcel Energy in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Xcel Energy position peaked at $4K in Q3 2019.
  • 837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.