Taylor Hoffman Wealth Management’s Xcel Energy XEL Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-800	Closed	-$50K	–	374
2020 Q2	$50K	Buy	+800	New	+$50.4K	0.03%	197
2020 Q1	–	Sell	-800	Closed	-$51K	–	395
2019 Q4	$51K	Hold	800	–	–	0.03%	208
2019 Q3	$52K	Hold	800	–	–	0.04%	202
2019 Q2	$48K	Hold	800	–	–	0.04%	194
2019 Q1	$45K	Hold	800	–	–	0.03%	199
2018 Q4	$39K	Hold	800	–	–	0.03%	192
2018 Q3	$38K	Hold	800	–	–	0.03%	199
2018 Q2	$37K	Hold	800	–	–	0.03%	194
2018 Q1	$36K	Buy	+800	New	+$35.7K	0.03%	205

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

Taylor Hoffman Wealth Management's XEL Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Xcel Energy (XEL) in Q3 2020, closing a stake of 800 shares — an estimated $50K sold.

Taylor Hoffman Wealth Management first reported a position in XEL in Q1 2018 and held it in 9 quarters. The position peaked at $52K in Q3 2019. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Xcel Energy position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 800 Xcel Energy shares in Q3 2020, an estimated $50K.
Taylor Hoffman Wealth Management first reported a position in Xcel Energy in Q1 2018 and held it in 9 quarters.
Taylor Hoffman Wealth Management's Xcel Energy position peaked at $52K in Q3 2019.
844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.