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Hoover Financial Advisors’s Xcel Energy XEL Stock Holding History

Hoover 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
2021
Q2 		$61K Hold
920
– – 0.01% 256
2021
Q1 		$65K Hold
920
– – 0.01% 241
2020
Q4 		$58K Buy
+920
New +$64.1K 0.01% 229
2020
Q3 		– Sell
-920
Closed -$58K – 484
2020
Q2 		$58K Buy
+920
New +$58K 0.02% 180

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 $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hoover Financial Advisors's XEL Position: Q2 2021 in Review

Hoover Financial Advisors held its Xcel Energy (XEL) position steady in Q2 2021 at 920 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #256.

Hoover Financial Advisors first reported a position in XEL in Q2 2020 and has held it in 4 quarters since. The position peaked at $65K in Q1 2021. 850 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

  • Hoover Financial Advisors held 920 shares of Xcel Energy worth $61K as of Q2 2021.
  • Hoover Financial Advisors left its Xcel Energy share count unchanged in Q2 2021.
  • Xcel Energy made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #256 holding.
  • Hoover Financial Advisors first reported a position in Xcel Energy in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Xcel Energy position peaked at $65K in Q1 2021.
  • 850 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.