Patriot Financial Group Insurance Agency’s Xcel Energy XEL Stock Holding History

Patriot Financial Group Insurance Agency’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	-305	Closed	-$20K	–	2089
2020 Q4	$20K	Hold	305	–	–	0.01%	980
2020 Q3	$21K	Buy	+305	New	+$20.8K	0.01%	787
2019 Q4	–	Sell	-14	Closed	-$1K	–	1467
2019 Q3	$1K	Sell	14 -21	-60%	-$1.31K	﹤0.01%	1253
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	1157
2019 Q1	$2K	Sell	35 -397	-92%	-$21.1K	﹤0.01%	1054
2018 Q4	$21K	Buy	+432	New	+$21.7K	0.01%	473
2017 Q2	–	Sell	-122	Closed	-$5K	–	945
2017 Q1	$5K	Hold	122	–	–	0.01%	639
2016 Q4	$5K	Buy	+122	New	+$4.88K	0.01%	578

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XEL Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 305 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in XEL in Q4 2016 and held it in 8 quarters. The position peaked at $21K in Q3 2020. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

Patriot Financial Group Insurance Agency reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 305 Xcel Energy shares in Q1 2021, an estimated $20K.
Patriot Financial Group Insurance Agency first reported a position in Xcel Energy in Q4 2016 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Xcel Energy position peaked at $21K in Q3 2020.
837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.