Shine Investment Advisory Services’s Xcel Energy XEL Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$44K	Hold	635	–	–	0.01%	317
2020 Q2	$40K	Hold	635	–	–	0.01%	339
2020 Q1	$38K	Hold	635	–	–	0.02%	308
2019 Q4	$40K	Buy	635 +35	+6%	+$2.19K	0.02%	365
2019 Q3	$39K	Hold	600	–	–	0.02%	356
2019 Q2	$36K	Hold	600	–	–	0.02%	369
2019 Q1	$34K	Hold	600	–	–	0.02%	378
2018 Q4	$30K	Hold	600	–	–	0.01%	374
2018 Q3	$28K	Hold	600	–	–	0.01%	406
2018 Q2	$27K	Buy	+600	New	+$26.9K	0.01%	411

Other funds holding XEL

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

BlackRock New York $5.72T AUM 30.48% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shine Investment Advisory Services's XEL Position: Q3 2020 in Review

Shine Investment Advisory Services held its Xcel Energy (XEL) position steady in Q3 2020 at 635 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #317.

Shine Investment Advisory Services first reported a position in XEL in Q2 2018 and has held it in 10 quarters since. 845 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

Shine Investment Advisory Services held 635 shares of Xcel Energy worth $44K as of Q3 2020.
Shine Investment Advisory Services left its Xcel Energy share count unchanged in Q3 2020.
Xcel Energy made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #317 holding.
Shine Investment Advisory Services first reported a position in Xcel Energy in Q2 2018 and has held it in 10 quarters since.
845 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.