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Paradigm Strategies in Wealth Management’s Xcel Energy XEL Stock Holding History

Paradigm Strategies in Wealth Management’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
-1,741
Closed -$115K – 237
2021
Q2 		$115K Buy
1,741
+147
+9% +$10.2K 0.1% 70
2021
Q1 		$106K Buy
+1,594
New +$101K 0.1% 66

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Paradigm Strategies in Wealth Management's XEL Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Xcel Energy (XEL) in Q3 2021, closing a stake of 1,741 shares — an estimated $115K sold.

Paradigm Strategies in Wealth Management first reported a position in XEL in Q1 2021 and held it in 2 quarters. The position peaked at $115K in Q2 2021. 833 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Xcel Energy position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 1,741 Xcel Energy shares in Q3 2021, an estimated $115K.
  • Paradigm Strategies in Wealth Management first reported a position in Xcel Energy in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Xcel Energy position peaked at $115K in Q2 2021.
  • 833 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.