TRUE Private Wealth Advisors’s Xcel Energy XEL Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-1,422	Closed	-$95K	–	714
2020 Q4	$95K	Buy	1,422 +2	+0.1%	+$139	0.02%	279
2020 Q3	$98K	Buy	1,420 +193	+16%	+$13.2K	0.02%	249
2020 Q2	$77K	Buy	1,227 +3	+0.2%	+$189	0.01%	277
2020 Q1	$74K	Buy	1,224 +2	+0.2%	+$130	0.02%	246
2019 Q4	$78K	Buy	+1,222	New	+$76.4K	0.01%	322
2019 Q3	–	Sell	-1,218	Closed	-$72K	–	726
2019 Q2	$72K	Buy	+1,218	New	+$70K	0.01%	297
2018 Q4	–	Sell	-2,680	Closed	-$127K	–	926
2018 Q3	$127K	Buy	+2,680	New	+$127K	0.02%	319

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors's XEL Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 1,422 shares — an estimated $95K sold.

TRUE Private Wealth Advisors first reported a position in XEL in Q3 2018 and held it in 7 quarters. The position peaked at $127K in Q3 2018. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,422 Xcel Energy shares in Q1 2021, an estimated $95K.
TRUE Private Wealth Advisors first reported a position in Xcel Energy in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Xcel Energy position peaked at $127K in Q3 2018.
837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.