Retirement Solution’s Xcel Energy XEL Stock Holding History

Retirement Solution’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	-4,433	Closed	-$296K	–	41
2020 Q4	$296K	Buy	+4,433	New	+$309K	0.19%	32

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Retirement Solution's XEL Position: Q1 2021 in Review

Retirement Solution sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 4,433 shares — an estimated $296K sold.

Retirement Solution first reported a position in XEL in Q4 2020 and held it in 1 quarter. The position peaked at $296K in Q4 2020. 838 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

Retirement Solution reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
Retirement Solution sold 4,433 Xcel Energy shares in Q1 2021, an estimated $296K.
Retirement Solution first reported a position in Xcel Energy in Q4 2020 and held it in 1 quarter.
Retirement Solution's Xcel Energy position peaked at $296K in Q4 2020.
838 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on Retirement Solution's 13F filing for Q1 2021, filed 17 Mar 2022.