Optimum Investment Advisors’s Xcel Energy XEL Stock Holding History

Optimum Investment 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
2021 Q4	–	Sell	-700	Closed	-$44K	–	873
2021 Q3	$44K	Sell	700 -170	-20%	-$11.5K	0.02%	474
2021 Q2	$57K	Hold	870	–	–	0.02%	478
2021 Q1	$58K	Buy	870 +100	+13%	+$6.32K	0.02%	472
2020 Q4	$51K	Sell	770 -306	-28%	-$21.3K	0.02%	478
2020 Q3	$74K	Buy	1,076 +30	+3%	+$2.05K	0.02%	383
2020 Q2	$65K	Buy	1,046 +205	+24%	+$12.9K	0.02%	392
2020 Q1	$51K	Sell	841 -205	-20%	-$13.4K	0.02%	425
2019 Q4	$66K	Hold	1,046	–	–	0.02%	468
2019 Q3	$68K	Hold	1,046	–	–	0.02%	451
2019 Q2	$62K	Hold	1,046	–	–	0.02%	464
2019 Q1	$59K	Hold	1,046	–	–	0.02%	476
2018 Q4	$52K	Hold	1,046	–	–	0.02%	469
2018 Q3	$49K	Sell	1,046 -808	-44%	-$38.1K	0.01%	534
2018 Q2	$85K	Hold	1,854	–	–	0.02%	427
2018 Q1	$84K	Buy	+1,854	New	+$82.6K	0.02%	440
2015 Q1	$28K	Hold	808	–	–	0.01%	626
2014 Q4	$29K	Hold	808	–	–	0.01%	632
2014 Q3	$25K	Hold	808	–	–	0.01%	606
2014 Q2	$26K	Hold	808	–	–	0.01%	618
2014 Q1	$25K	Hold	808	–	–	0.01%	482
2013 Q4	$23K	Hold	808	–	–	0.01%	495
2013 Q3	$22K	Buy	+808	New	+$23.1K	0.01%	480

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

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 Baltimore, Maryland $865B AUM 30.76% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Optimum Investment Advisors's XEL Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Xcel Energy (XEL) in Q4 2021, closing a stake of 700 shares — an estimated $44K sold.

Optimum Investment Advisors first reported a position in XEL in Q3 2013 and held it in 22 quarters. The position peaked at $85K in Q2 2018. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

Optimum Investment Advisors reported no remaining Xcel Energy position as of Q4 2021 after selling out during the quarter.
Optimum Investment Advisors sold 700 Xcel Energy shares in Q4 2021, an estimated $44K.
Optimum Investment Advisors first reported a position in Xcel Energy in Q3 2013 and held it in 22 quarters.
Optimum Investment Advisors's Xcel Energy position peaked at $85K in Q2 2018.
910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.