Icon Wealth Partners’s Xcel Energy XEL Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-75	Closed	-$4K	–	783
2019 Q1	$4K	Buy	+75	New	+$3.99K	﹤0.01%	787
2018 Q3	–	Sell	-75	Closed	-$3K	–	731
2018 Q2	$3K	Buy	+75	New	+$3.36K	﹤0.01%	792
2018 Q1	–	Sell	-75	Closed	-$4K	–	740
2017 Q4	$4K	Buy	+75	New	+$3.72K	﹤0.01%	800

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's XEL Position: Q2 2019 in Review

Icon Wealth Partners sold out of Xcel Energy (XEL) in Q2 2019, closing a stake of 75 shares — an estimated $4K sold.

Icon Wealth Partners first reported a position in XEL in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 792 funds tracked by Wall St. Rank hold XEL as of Q2 2019.

Icon Wealth Partners reported no remaining Xcel Energy position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 75 Xcel Energy shares in Q2 2019, an estimated $4K.
Icon Wealth Partners first reported a position in Xcel Energy in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Xcel Energy position peaked at $4K in Q1 2019.
792 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.