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IBEX Wealth Advisors’s Xcel Energy XEL Stock Holding History

IBEX 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
2021
Q4 		– Sell
-2,545
Closed -$159K – 430
2021
Q3 		$159K Buy
+2,545
New +$172K 0.03% 196
2019
Q3 		– Sell
-1,743
Closed -$103K – 401
2019
Q2 		$103K Buy
+1,743
New +$100K 0.03% 163

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
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IBEX Wealth Advisors's XEL Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 2,545 shares — an estimated $159K sold.

IBEX Wealth Advisors first reported a position in XEL in Q2 2019 and held it in 2 quarters. The position peaked at $159K in Q3 2021. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,545 Xcel Energy shares in Q4 2021, an estimated $159K.
  • IBEX Wealth Advisors first reported a position in Xcel Energy in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's Xcel Energy position peaked at $159K in Q3 2021.
  • 910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.