Omnia Family Wealth’s Xcel Energy XEL Stock Holding History

Omnia Family Wealth’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 Q1	–	Sell	-3,479	Closed	-$233K	–	78
2020 Q4	$233K	Sell	3,479 -200	-5%	-$13.9K	0.21%	65
2020 Q3	$255K	Hold	3,679	–	–	0.24%	56
2020 Q2	$232K	Hold	3,679	–	–	0.23%	61
2020 Q1	$223K	Buy	3,679 +200	+6%	+$13K	0.23%	65
2019 Q4	$222K	Hold	3,479	–	–	0.1%	88
2019 Q3	$227K	Hold	3,479	–	–	0.17%	78
2019 Q2	$207K	Hold	3,479	–	–	0.1%	92
2019 Q1	$197K	Hold	3,479	–	–	0.1%	90
2018 Q4	$173K	Hold	3,479	–	–	0.09%	94
2018 Q3	$166K	Hold	3,479	–	–	0.08%	96
2018 Q2	$160K	Hold	3,479	–	–	0.07%	95
2018 Q1	$160K	Hold	3,479	–	–	0.07%	96
2017 Q4	$169K	Hold	3,479	–	–	0.08%	97
2017 Q3	$166K	Hold	3,479	–	–	0.08%	99
2017 Q2	$161K	Hold	3,479	–	–	0.08%	101
2017 Q1	$156K	Hold	3,479	–	–	0.08%	98
2016 Q4	$143K	Buy	+3,479	New	+$139K	0.07%	101

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Omnia Family Wealth's XEL Position: Q1 2021 in Review

Omnia Family Wealth sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 3,479 shares — an estimated $233K sold.

Omnia Family Wealth first reported a position in XEL in Q4 2016 and held it in 17 quarters. The position peaked at $255K in Q3 2020. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

Omnia Family Wealth reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
Omnia Family Wealth sold 3,479 Xcel Energy shares in Q1 2021, an estimated $233K.
Omnia Family Wealth first reported a position in Xcel Energy in Q4 2016 and held it in 17 quarters.
Omnia Family Wealth's Xcel Energy position peaked at $255K in Q3 2020.
837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Omnia Family Wealth's 13F filing for Q1 2021, filed 12 May 2021.