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Investment Research & Advisory Group’s Xcel Energy XEL Stock Holding History

Investment Research & Advisory Group’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
Q3 		– Sell
-77
Closed -$5K – 184
2021
Q2 		$5K Buy
+77
New +$5.36K ﹤0.01% 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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Investment Research & Advisory Group's XEL Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of Xcel Energy (XEL) in Q3 2021, closing a stake of 77 shares — an estimated $5K sold.

Investment Research & Advisory Group first reported a position in XEL in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 832 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining Xcel Energy position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 77 Xcel Energy shares in Q3 2021, an estimated $5K.
  • Investment Research & Advisory Group first reported a position in Xcel Energy in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's Xcel Energy position peaked at $5K in Q2 2021.
  • 832 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.