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Legacy Advisors’s Xcel Energy XEL Stock Holding History

Legacy 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
Q3 		– Sell
-731
Closed -$43K – 333
2019
Q2 		$43K Sell
731
-36
-5% -$2.07K 0.03% 215
2019
Q1 		$43K Buy
+767
New +$40.8K 0.01% 228
2018
Q4 		– Sell
-767
Closed -$36K – 402
2018
Q3 		$36K Hold
767
– – 0.02% 259
2018
Q2 		$35K Buy
767
+731
+2,031% +$32.7K 0.03% 215
2018
Q1 		$2K Hold
36
– – ﹤0.01% 359
2017
Q4 		$1K Hold
36
– – ﹤0.01% 341
2017
Q3 		$1K Buy
+36
New +$1.73K ﹤0.01% 351

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Advisors's XEL Position: Q3 2019 in Review

Legacy Advisors sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 731 shares — an estimated $43K sold.

Legacy Advisors first reported a position in XEL in Q3 2017 and held it in 7 quarters. The position peaked at $43K in Q2 2019. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

  • Legacy Advisors reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 731 Xcel Energy shares in Q3 2019, an estimated $43K.
  • Legacy Advisors first reported a position in Xcel Energy in Q3 2017 and held it in 7 quarters.
  • Legacy Advisors's Xcel Energy position peaked at $43K in Q2 2019.
  • 805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.