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Johanson Financial Advisors’s Xcel Energy XEL Stock Holding History

Johanson Financial 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
2020
Q1 		– Sell
-226
Closed -$14.4K – 251
2019
Q4 		$14.4K Buy
+226
New +$14.1K 0.01% 237

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Johanson Financial Advisors's XEL Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 226 shares — an estimated $14.4K sold.

Johanson Financial Advisors first reported a position in XEL in Q4 2019 and held it in 1 quarter. The position peaked at $14.4K in Q4 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 226 Xcel Energy shares in Q1 2020, an estimated $14.4K.
  • Johanson Financial Advisors first reported a position in Xcel Energy in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Xcel Energy position peaked at $14.4K in Q4 2019.
  • 842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.