Keystone Financial Planning’s Xcel Energy XEL Stock Holding History

Keystone Financial Planning’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	-12,725	Closed	-$808K	–	50
2019 Q4	$808K	Sell	12,725 -340	-3%	-$21.3K	0.36%	40
2019 Q3	$848K	Sell	13,065 -15	-0.1%	-$935	0.4%	40
2019 Q2	$778K	Sell	13,080 -7,020	-35%	-$404K	0.38%	41
2019 Q1	$1.13M	Sell	20,100 -1,704	-8%	-$90.6K	0.56%	39
2018 Q4	$1.07M	Hold	21,804	–	–	0.6%	36
2018 Q3	$1.03M	Sell	21,804 -382	-2%	-$18K	0.53%	38
2018 Q2	$1.01M	Hold	22,186	–	–	0.56%	37
2018 Q1	$1.01M	Hold	22,186	–	–	0.56%	41
2017 Q4	$1.07M	Hold	22,186	–	–	0.57%	38
2017 Q3	$1.05M	Hold	22,186	–	–	0.6%	36
2017 Q2	$1.02M	Hold	22,186	–	–	0.62%	37
2017 Q1	$986K	Hold	22,186	–	–	0.61%	36
2016 Q4	$903K	Hold	22,186	–	–	0.59%	36
2016 Q3	$913K	Hold	22,186	–	–	0.6%	35
2016 Q2	$993K	Hold	22,186	–	–	0.67%	34
2016 Q1	$928K	Hold	22,186	–	–	0.66%	34
2015 Q4	$797K	Sell	22,186 -1,588	-7%	-$56.7K	0.6%	34
2015 Q3	$842K	Hold	23,774	–	–	0.68%	32
2015 Q2	$765K	Buy	+23,774	New	+$800K	0.59%	34

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Keystone Financial Planning's XEL Position: Q1 2020 in Review

Keystone Financial Planning sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 12,725 shares — an estimated $808K sold.

Keystone Financial Planning first reported a position in XEL in Q2 2015 and held it in 19 quarters. The position peaked at $1.13M in Q1 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

Keystone Financial Planning reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
Keystone Financial Planning sold 12,725 Xcel Energy shares in Q1 2020, an estimated $808K.
Keystone Financial Planning first reported a position in Xcel Energy in Q2 2015 and held it in 19 quarters.
Keystone Financial Planning's Xcel Energy position peaked at $1.13M in Q1 2019.
842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Keystone Financial Planning's 13F filing for Q1 2020, filed 5 May 2020.