Wealthcare Capital Management’s Xcel Energy XEL Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-111	Closed	-$7K	–	683
2021 Q1	$7K	Buy	+111	New	+$7.02K	﹤0.01%	332
2020 Q1	–	Sell	-42	Closed	-$3K	–	662
2019 Q4	$3K	Buy	+42	New	+$2.63K	﹤0.01%	374
2015 Q2	–	Sell	-89	Closed	-$3K	–	870
2015 Q1	$3K	Buy	+89	New	+$3.18K	﹤0.01%	779

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthcare Capital Management's XEL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 111 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in XEL in Q1 2015 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 849 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

Wealthcare Capital Management reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 111 Xcel Energy shares in Q2 2021, an estimated $7K.
Wealthcare Capital Management first reported a position in Xcel Energy in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Xcel Energy position peaked at $7K in Q1 2021.
849 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.