Insight Wealth Strategies’s Xcel Energy XEL Stock Holding History

Insight Wealth Strategies’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	-3,967	Closed	-$264K	–	238
2021 Q1	$264K	Sell	3,967 -279	-7%	-$17.6K	0.04%	192
2020 Q4	$283K	Sell	4,246 -601	-12%	-$41.9K	0.05%	175
2020 Q3	$335K	Sell	4,847 -2,851	-37%	-$195K	0.06%	133
2020 Q2	$481K	Buy	7,698 +169	+2%	+$10.7K	0.11%	89
2020 Q1	$454K	Buy	7,529 +489	+7%	+$31.9K	0.12%	83
2019 Q4	$447K	Buy	7,040 +2,538	+56%	+$159K	0.09%	138
2019 Q3	$292K	Buy	+4,502	New	+$281K	0.07%	153

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Insight Wealth Strategies's XEL Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 3,967 shares — an estimated $264K sold.

Insight Wealth Strategies first reported a position in XEL in Q3 2019 and held it in 7 quarters. The position peaked at $481K in Q2 2020. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

Insight Wealth Strategies reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 3,967 Xcel Energy shares in Q2 2021, an estimated $264K.
Insight Wealth Strategies first reported a position in Xcel Energy in Q3 2019 and held it in 7 quarters.
Insight Wealth Strategies's Xcel Energy position peaked at $481K in Q2 2020.
849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.