Meridian Wealth Partners’s Xcel Energy XEL Stock Holding History

Meridian Wealth Partners’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	-553	Closed	-$36K	–	1294
2021 Q1	$36K	Buy	553 +54	+11%	+$3.41K	0.01%	191
2020 Q4	$33K	Buy	499 +3	+0.6%	+$209	0.01%	167
2020 Q3	$34K	Sell	496 -26	-5%	-$1.77K	0.02%	155
2020 Q2	$33K	Buy	522 +4	+0.8%	+$252	0.02%	160
2020 Q1	$31K	Buy	518 +3	+0.6%	+$196	0.02%	147
2019 Q4	$33K	Buy	+515	New	+$32.2K	0.02%	155

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Partners's XEL Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 553 shares — an estimated $36K sold.

Meridian Wealth Partners first reported a position in XEL in Q4 2019 and held it in 6 quarters. The position peaked at $36K in Q1 2021. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

Meridian Wealth Partners reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 553 Xcel Energy shares in Q2 2021, an estimated $36K.
Meridian Wealth Partners first reported a position in Xcel Energy in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's Xcel Energy position peaked at $36K in Q1 2021.
849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.