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Regent Peak Wealth Advisors’s Xcel Energy XEL Stock Holding History

Regent Peak Wealth 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
-2,034
Closed -$136K – 1020
2020
Q4 		$136K Buy
+2,034
New +$142K 0.05% 180

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

Regent Peak Wealth Advisors's XEL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 2,034 shares — an estimated $136K sold.

Regent Peak Wealth Advisors first reported a position in XEL in Q4 2020 and held it in 1 quarter. The position peaked at $136K in Q4 2020. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,034 Xcel Energy shares in Q1 2021, an estimated $136K.
  • Regent Peak Wealth Advisors first reported a position in Xcel Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Xcel Energy position peaked at $136K in Q4 2020.
  • 837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.