Ironwood Financial’s Xcel Energy XEL Stock Holding History

Ironwood Financial’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	-2,255	Closed	-$149K	–	603
2021 Q2	$149K	Hold	2,255	–	–	0.04%	124
2021 Q1	$150K	Hold	2,255	–	–	0.05%	115
2020 Q4	$150K	Hold	2,255	–	–	0.06%	112
2020 Q3	$156K	Hold	2,255	–	–	0.08%	66
2020 Q2	$141K	Hold	2,255	–	–	0.08%	65
2020 Q1	$136K	Sell	2,255 -375	-14%	-$24.4K	0.09%	50
2019 Q4	$167K	Hold	2,630	–	–	0.08%	58
2019 Q3	$171K	Hold	2,630	–	–	0.08%	57
2019 Q2	$156K	Sell	2,630 -355	-12%	-$20.4K	0.08%	59
2019 Q1	$168K	Hold	2,985	–	–	0.09%	56
2018 Q4	$147K	Sell	2,985 -975	-25%	-$48.9K	0.08%	53
2018 Q3	$187K	Buy	3,960 +100	+3%	+$4.72K	0.1%	51
2018 Q2	$176K	Hold	3,860	–	–	0.1%	48
2018 Q1	$176K	Hold	3,860	–	–	0.19%	35
2017 Q4	$186K	Hold	3,860	–	–	0.11%	46
2017 Q3	$183K	Hold	3,860	–	–	0.11%	48
2017 Q2	$177K	Hold	3,860	–	–	0.11%	47
2017 Q1	$172K	Hold	3,860	–	–	0.11%	47
2016 Q4	$157K	Hold	3,860	–	–	0.11%	48
2016 Q3	$159K	Hold	3,860	–	–	0.11%	51
2016 Q2	$173K	Hold	3,860	–	–	0.13%	48
2016 Q1	$161K	Buy	+3,860	New	+$150K	0.12%	52
2015 Q3	$137K	Hold	3,860	–	–	0.07%	79
2015 Q2	$124K	Hold	3,860	–	–	0.06%	80
2015 Q1	$134K	Hold	3,860	–	–	0.06%	79
2014 Q4	$139K	Buy	+3,860	New	+$130K	0.08%	75

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ironwood Financial's XEL Position: Q3 2021 in Review

Ironwood Financial sold out of Xcel Energy (XEL) in Q3 2021, closing a stake of 2,255 shares — an estimated $149K sold.

Ironwood Financial first reported a position in XEL in Q4 2014 and held it in 26 quarters. The position peaked at $187K in Q3 2018. 832 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

Ironwood Financial reported no remaining Xcel Energy position as of Q3 2021 after selling out during the quarter.
Ironwood Financial sold 2,255 Xcel Energy shares in Q3 2021, an estimated $149K.
Ironwood Financial first reported a position in Xcel Energy in Q4 2014 and held it in 26 quarters.
Ironwood Financial's Xcel Energy position peaked at $187K in Q3 2018.
832 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Ironwood Financial's 13F filing for Q3 2021, filed 2 Nov 2021.