HC Financial Advisors’s Xcel Energy XEL Stock Holding History

HC Financial 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
2020 Q4	–	Sell	-500	Closed	-$35K	–	405
2020 Q3	$35K	Buy	+500	New	+$34.1K	0.03%	141

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

HC Financial Advisors's XEL Position: Q4 2020 in Review

HC Financial Advisors sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 500 shares — an estimated $35K sold.

HC Financial Advisors first reported a position in XEL in Q3 2020 and held it in 1 quarter. The position peaked at $35K in Q3 2020. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

HC Financial Advisors reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
HC Financial Advisors sold 500 Xcel Energy shares in Q4 2020, an estimated $35K.
HC Financial Advisors first reported a position in Xcel Energy in Q3 2020 and held it in 1 quarter.
HC Financial Advisors's Xcel Energy position peaked at $35K in Q3 2020.
888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.