Summit Wealth Group’s Xcel Energy XEL Stock Holding History

Summit 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 Q3	–	Sell	-30	Closed	-$2K	–	222
2021 Q2	$2K	Buy	+30	New	+$2.09K	﹤0.01%	170

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Summit Wealth Group's XEL Position: Q3 2021 in Review

Summit Wealth Group sold out of Xcel Energy (XEL) in Q3 2021, closing a stake of 30 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in XEL in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 832 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

Summit Wealth Group reported no remaining Xcel Energy position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 30 Xcel Energy shares in Q3 2021, an estimated $2K.
Summit Wealth Group first reported a position in Xcel Energy in Q2 2021 and held it in 1 quarter.
Summit Wealth Group's Xcel Energy position peaked at $2K in Q2 2021.
832 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.