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Price Wealth’s Xcel Energy XEL Stock Holding History

Price Wealth’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
Q3 		$12K Buy
+177
New +$12.1K ﹤0.01% 276
2020
Q2 		– Sell
-65
Closed -$4K – 578
2020
Q1 		$4K Buy
65
+44
+210% +$2.87K ﹤0.01% 220
2019
Q4 		$1K Buy
+21
New +$1.31K ﹤0.01% 386
2018
Q3 		– Sell
-72
Closed -$3K – 442
2018
Q2 		$3K Buy
72
+36
+100% +$1.61K ﹤0.01% 439
2018
Q1 		$2K Sell
36
-36
-50% -$1.6K ﹤0.01% 314
2017
Q4 		$3K Buy
+72
New +$3.57K ﹤0.01% 289

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Price Wealth's XEL Position: Q3 2020 in Review

Price Wealth opened a new position in Xcel Energy (XEL) in Q3 2020: 177 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #276 among its holdings. This is a return to the name: Price Wealth previously reported a position in XEL as recently as Q1 2020.

Price Wealth first reported a position in XEL in Q4 2017 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

  • Price Wealth held 177 shares of Xcel Energy worth $12K as of Q3 2020.
  • Xcel Energy was a new Price Wealth position in Q3 2020.
  • Xcel Energy made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #276 holding.
  • Price Wealth first reported a position in Xcel Energy in Q4 2017 and has held it in 6 quarters since.
  • 844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.