VisionPoint Advisory Group’s Xcel Energy XEL Stock Holding History

VisionPoint Advisory 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
2020 Q2	–	Sell	-3,761	Closed	-$227K	–	140
2020 Q1	$227K	Sell	3,761 -41,023	-92%	-$2.67M	0.11%	103
2019 Q4	$2.84M	Buy	44,784 +3,731	+9%	+$233K	1.18%	20
2019 Q3	$2.65M	Buy	41,053 +2,058	+5%	+$128K	0.73%	20
2019 Q2	$2.32M	Buy	38,995 +1,177	+3%	+$67.7K	0.67%	24
2019 Q1	$2.13M	Buy	37,818 +1,388	+4%	+$73.8K	0.6%	26
2018 Q4	$1.79M	Buy	+36,430	New	+$1.83M	0.58%	30

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

VisionPoint Advisory Group's XEL Position: Q2 2020 in Review

VisionPoint Advisory Group sold out of Xcel Energy (XEL) in Q2 2020, closing a stake of 3,761 shares — an estimated $227K sold.

VisionPoint Advisory Group first reported a position in XEL in Q4 2018 and held it in 6 quarters. The position peaked at $2.84M in Q4 2019. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

VisionPoint Advisory Group reported no remaining Xcel Energy position as of Q2 2020 after selling out during the quarter.
VisionPoint Advisory Group sold 3,761 Xcel Energy shares in Q2 2020, an estimated $227K.
VisionPoint Advisory Group first reported a position in Xcel Energy in Q4 2018 and held it in 6 quarters.
VisionPoint Advisory Group's Xcel Energy position peaked at $2.84M in Q4 2019.
819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on VisionPoint Advisory Group's 13F filing for Q2 2020, filed 14 Aug 2020.