RWB
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RMR Wealth Builders’s Xcel Energy XEL Stock Holding History

RMR Wealth Builders’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
-1,240
Closed -$82K – 718
2021
Q1 		$82K Hold
1,240
– – 0.02% 297
2020
Q4 		$83K Buy
+1,240
New +$86.4K 0.04% 218

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RMR Wealth Builders's XEL Position: Q2 2021 in Review

RMR Wealth Builders sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 1,240 shares — an estimated $82K sold.

RMR Wealth Builders first reported a position in XEL in Q4 2020 and held it in 2 quarters. The position peaked at $83K in Q4 2020. 850 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

  • RMR Wealth Builders reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,240 Xcel Energy shares in Q2 2021, an estimated $82K.
  • RMR Wealth Builders first reported a position in Xcel Energy in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Xcel Energy position peaked at $83K in Q4 2020.
  • 850 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.