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Realta Investment Advisors’s Xcel Energy XEL Stock Holding History

Realta 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
2020
Q1 		– Sell
-398
Closed -$24K – 1419
2019
Q4 		$24K Buy
398
+1
+0.3% +$63 0.01% 871
2019
Q3 		$26K Hold
397
– – 0.01% 846
2019
Q2 		$24K Buy
397
+294
+285% +$16.9K 0.01% 877
2019
Q1 		$6K Buy
+103
New +$5.48K ﹤0.01% 1047

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Realta Investment Advisors's XEL Position: Q1 2020 in Review

Realta Investment Advisors sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 398 shares — an estimated $24K sold.

Realta Investment Advisors first reported a position in XEL in Q1 2019 and held it in 4 quarters. The position peaked at $26K in Q3 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

  • Realta Investment Advisors reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 398 Xcel Energy shares in Q1 2020, an estimated $24K.
  • Realta Investment Advisors first reported a position in Xcel Energy in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Xcel Energy position peaked at $26K in Q3 2019.
  • 842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.