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Heritage Wealth Management (Arizona)’s Xcel Energy XEL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-1,010
Closed -$67K – 931
2021
Q1 		$67K Buy
+1,010
New +$63.8K 0.04% 320

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XEL Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 1,010 shares — an estimated $67K sold.

Heritage Wealth Management (Arizona) first reported a position in XEL in Q1 2021 and held it in 1 quarter. The position peaked at $67K in Q1 2021. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,010 Xcel Energy shares in Q2 2021, an estimated $67K.
  • Heritage Wealth Management (Arizona) first reported a position in Xcel Energy in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Xcel Energy position peaked at $67K in Q1 2021.
  • 849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.