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Regal Wealth Group’s Xcel Energy XEL Stock Holding History

Regal Wealth Group’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
Q2 		– Sell
-167
Closed -$11K – 247
2021
Q1 		$11K Buy
167
+1
+0.6% +$63 0.01% 177
2020
Q4 		$11K Buy
166
+1
+0.6% +$70 0.01% 157
2020
Q3 		$11K Hold
165
– – 0.01% 146
2020
Q2 		$10K Buy
+165
New +$10.4K 0.01% 146

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regal Wealth Group's XEL Position: Q2 2021 in Review

Regal Wealth Group sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 167 shares — an estimated $11K sold.

Regal Wealth Group first reported a position in XEL in Q2 2020 and held it in 4 quarters. The position peaked at $11K in Q1 2021. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

  • Regal Wealth Group reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 167 Xcel Energy shares in Q2 2021, an estimated $11K.
  • Regal Wealth Group first reported a position in Xcel Energy in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's Xcel Energy position peaked at $11K in Q1 2021.
  • 849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.