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Monumental Financial Group’s Xcel Energy XEL Stock Holding History

Monumental Financial Group’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
Q3 		– Sell
-103
Closed -$7K – 94
2021
Q2 		$7K Buy
+103
New +$7.17K 0.01% 86

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Monumental Financial Group's XEL Position: Q3 2021 in Review

Monumental Financial Group sold out of Xcel Energy (XEL) in Q3 2021, closing a stake of 103 shares — an estimated $7K sold.

Monumental Financial Group first reported a position in XEL in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 833 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

  • Monumental Financial Group reported no remaining Xcel Energy position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 103 Xcel Energy shares in Q3 2021, an estimated $7K.
  • Monumental Financial Group first reported a position in Xcel Energy in Q2 2021 and held it in 1 quarter.
  • Monumental Financial Group's Xcel Energy position peaked at $7K in Q2 2021.
  • 833 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.