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Personal Wealth Partners’s Xcel Energy XEL Stock Holding History

Personal Wealth Partners’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
-1,565
Closed -$103K – 403
2021
Q2 		$103K Buy
+1,565
New +$109K 0.04% 112
2020
Q1 		– Sell
-1,057
Closed -$67K – 636
2019
Q4 		$67K Sell
1,057
-167
-14% -$10.4K 0.03% 130
2019
Q3 		$79K Buy
1,224
+36
+3% +$2.24K 0.04% 119
2019
Q2 		$71K Buy
+1,188
New +$68.3K 0.03% 112

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

Personal Wealth Partners's XEL Position: Q3 2021 in Review

Personal Wealth Partners sold out of Xcel Energy (XEL) in Q3 2021, closing a stake of 1,565 shares — an estimated $103K sold.

Personal Wealth Partners first reported a position in XEL in Q2 2019 and held it in 4 quarters. The position peaked at $103K in Q2 2021. 832 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

  • Personal Wealth Partners reported no remaining Xcel Energy position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,565 Xcel Energy shares in Q3 2021, an estimated $103K.
  • Personal Wealth Partners first reported a position in Xcel Energy in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Xcel Energy position peaked at $103K in Q2 2021.
  • 832 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.