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Red Door Wealth Management’s Xcel Energy XEL Stock Holding History

Red Door Wealth Management’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
-213
Closed -$14K – 622
2021
Q2 		$14K Buy
+213
New +$14.8K 0.01% 408
2020
Q3 		– Sell
-298
Closed -$18K – 441
2020
Q2 		$18K Hold
298
– – 0.01% 258
2020
Q1 		$17K Buy
+298
New +$19.4K 0.02% 244

Other funds holding XEL

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Vanguard Group
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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

Red Door Wealth Management's XEL Position: Q3 2021 in Review

Red Door Wealth Management sold out of Xcel Energy (XEL) in Q3 2021, closing a stake of 213 shares — an estimated $14K sold.

Red Door Wealth Management first reported a position in XEL in Q1 2020 and held it in 3 quarters. The position peaked at $18K in Q2 2020. 832 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

  • Red Door Wealth Management reported no remaining Xcel Energy position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 213 Xcel Energy shares in Q3 2021, an estimated $14K.
  • Red Door Wealth Management first reported a position in Xcel Energy in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's Xcel Energy position peaked at $18K in Q2 2020.
  • 832 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.