WQ
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Wealth Quarterback’s Xcel Energy XEL Stock Holding History

Wealth Quarterback’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 		$77K Buy
1,220
+6
+0.5% +$405 0.05% 183
2021
Q2 		$80K Buy
+1,214
New +$84.5K 0.05% 192
2020
Q2 		– Sell
-1,188
Closed -$71.6K – 802
2020
Q1 		$71.6K Buy
1,188
+5
+0.4% +$326 0.07% 180
2019
Q4 		$75.1K Buy
+1,183
New +$74K 0.07% 193

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealth Quarterback's XEL Position: Q3 2021 in Review

Wealth Quarterback increased its Xcel Energy (XEL) stake by 0.49% in Q3 2021, buying an estimated $405 and bringing the position to 1,220 shares worth $77K. The position accounts for 0.05% of the portfolio, ranked #183.

Wealth Quarterback first reported a position in XEL in Q4 2019 and has held it in 4 quarters since. The position peaked at $80K in Q2 2021. 832 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

  • Wealth Quarterback held 1,220 shares of Xcel Energy worth $77K as of Q3 2021.
  • Wealth Quarterback bought 6 Xcel Energy shares in Q3 2021, an estimated $405.
  • Xcel Energy made up 0.05% of Wealth Quarterback's portfolio in Q3 2021, its #183 holding.
  • Wealth Quarterback first reported a position in Xcel Energy in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Xcel Energy position peaked at $80K in Q2 2021.
  • 832 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.