Pinion Investment Advisors’s Xcel Energy XEL Stock Holding History

Pinion 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 Q1	–	Sell	-5,940	Closed	-$396K	–	159
2020 Q4	$396K	Sell	5,940 -390	-6%	-$27.2K	0.42%	78
2020 Q3	$396K	Hold	6,330	–	–	0.6%	68
2020 Q2	$396K	Sell	6,330 -365	-5%	-$23K	0.6%	68
2020 Q1	$404K	Buy	6,695 +76	+1%	+$4.95K	0.87%	53
2019 Q4	$420K	Buy	6,619 +30	+0.5%	+$1.88K	0.78%	59
2019 Q3	$428K	Sell	6,589 -2,645	-29%	-$165K	0.88%	53
2019 Q2	$549K	Sell	9,234 -858	-9%	-$49.3K	1.18%	21
2019 Q1	$567K	Sell	10,092 -54	-0.5%	-$2.87K	0.99%	36
2018 Q4	$500K	Sell	10,146 -1,754	-15%	-$88K	1.05%	32
2018 Q3	$562K	Sell	11,900 -90	-0.8%	-$4.25K	1.08%	26
2018 Q2	$548K	Sell	11,990 -260	-2%	-$11.6K	1.06%	30
2018 Q1	$557K	Buy	+12,250	New	+$546K	1.2%	22

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinion Investment Advisors's XEL Position: Q1 2021 in Review

Pinion Investment Advisors sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 5,940 shares — an estimated $396K sold.

Pinion Investment Advisors first reported a position in XEL in Q1 2018 and held it in 12 quarters. The position peaked at $567K in Q1 2019. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

Pinion Investment Advisors reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
Pinion Investment Advisors sold 5,940 Xcel Energy shares in Q1 2021, an estimated $396K.
Pinion Investment Advisors first reported a position in Xcel Energy in Q1 2018 and held it in 12 quarters.
Pinion Investment Advisors's Xcel Energy position peaked at $567K in Q1 2019.
837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Pinion Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.