SVA Wealth Management’s Xcel Energy XEL Stock Holding History

SVA Wealth Management’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 Q4	$374K	Buy	5,614 +620	+12%	+$43.2K	0.03%	189
2020 Q3	$345K	Buy	4,994 +30	+0.6%	+$2.05K	0.03%	169
2020 Q2	$310K	Hold	4,964	–	–	0.03%	170
2020 Q1	$299K	Hold	4,964	–	–	0.03%	166
2019 Q4	$315K	Sell	4,964 -336	-6%	-$21K	0.03%	174
2019 Q3	$344K	Buy	+5,300	New	+$330K	0.03%	167
2018 Q2	–	Sell	-4,576	Closed	-$217K	–	233
2018 Q1	$217K	Hold	4,576	–	–	0.03%	198
2017 Q4	$220K	Hold	4,576	–	–	0.03%	195
2017 Q3	$217K	Buy	4,576 +71	+2%	+$3.41K	0.03%	198
2017 Q2	$207K	Sell	4,505 -160	-3%	-$7.37K	0.03%	194
2017 Q1	$207K	Buy	+4,665	New	+$198K	0.03%	187
2016 Q3	–	Sell	-4,746	Closed	-$213K	–	205
2016 Q2	$213K	Sell	4,746 -172	-3%	-$7.12K	0.03%	188
2016 Q1	$206K	Buy	+4,918	New	+$192K	0.03%	191

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

SVA Wealth Management's XEL Position: Q4 2020 in Review

SVA Wealth Management increased its Xcel Energy (XEL) stake by 12% in Q4 2020, buying an estimated $43.2K and bringing the position to 5,614 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #189.

SVA Wealth Management first reported a position in XEL in Q1 2016 and has held it in 13 quarters since. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

SVA Wealth Management held 5,614 shares of Xcel Energy worth $374K as of Q4 2020.
SVA Wealth Management bought 620 Xcel Energy shares in Q4 2020, an estimated $43.2K.
Xcel Energy made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #189 holding.
SVA Wealth Management first reported a position in Xcel Energy in Q1 2016 and has held it in 13 quarters since.
888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.