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Paces Ferry Wealth Advisors’s Xcel Energy XEL Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-150
Closed -$10K – 1125
2020
Q3 		$10K Buy
+150
New +$10.2K 0.01% 445

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paces Ferry Wealth Advisors's XEL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 150 shares — an estimated $10K sold.

Paces Ferry Wealth Advisors first reported a position in XEL in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 150 Xcel Energy shares in Q4 2020, an estimated $10K.
  • Paces Ferry Wealth Advisors first reported a position in Xcel Energy in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Xcel Energy position peaked at $10K in Q3 2020.
  • 888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.