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JOYN Advisors’s Xcel Energy XEL Stock Holding History

JOYN 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
2019
Q1 		– Sell
-447
Closed -$22K – 1442
2018
Q4 		$22K Buy
447
+46
+11% +$2.31K 0.01% 633
2018
Q3 		$19K Buy
401
+72
+22% +$3.4K ﹤0.01% 712
2018
Q2 		$15K Buy
329
+316
+2,431% +$14.2K ﹤0.01% 770
2018
Q1 		$1K Buy
+13
New +$579 ﹤0.01% 1241

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JOYN Advisors's XEL Position: Q1 2019 in Review

JOYN Advisors sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 447 shares — an estimated $22K sold.

JOYN Advisors first reported a position in XEL in Q1 2018 and held it in 4 quarters. The position peaked at $22K in Q4 2018. 785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

  • JOYN Advisors reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 447 Xcel Energy shares in Q1 2019, an estimated $22K.
  • JOYN Advisors first reported a position in Xcel Energy in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Xcel Energy position peaked at $22K in Q4 2018.
  • 785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.