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Liberty Wealth Management’s Xcel Energy XEL Stock Holding History

Liberty Wealth Management’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
Q2 		– Sell
-269
Closed -$17K – 1195
2021
Q1 		$17K Hold
269
– – 0.01% 494
2020
Q4 		$17K Buy
269
+227
+540% +$15.8K 0.01% 490
2020
Q3 		$3K Buy
+42
New +$2.87K ﹤0.01% 730
2020
Q1 		– Sell
-102
Closed -$6K – 1006
2019
Q4 		$6K Buy
+102
New +$6.38K ﹤0.01% 652

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty Wealth Management's XEL Position: Q2 2021 in Review

Liberty Wealth Management sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 269 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in XEL in Q4 2019 and held it in 4 quarters. The position peaked at $17K in Q1 2021. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

  • Liberty Wealth Management reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 269 Xcel Energy shares in Q2 2021, an estimated $17K.
  • Liberty Wealth Management first reported a position in Xcel Energy in Q4 2019 and held it in 4 quarters.
  • Liberty Wealth Management's Xcel Energy position peaked at $17K in Q1 2021.
  • 849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.