Wealthspire Advisors (Maryland)’s Xcel Energy XEL Stock Holding History

Wealthspire Advisors (Maryland)’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	$279K	Buy	+4,036	New	+$275K	0.01%	357
2019 Q2	–	Sell	-3,086	Closed	-$173K	–	2075
2019 Q1	$173K	Sell	3,086 -1,252	-29%	-$66.6K	0.01%	474
2018 Q4	$214K	Sell	4,338 -1,929	-31%	-$96.7K	0.02%	389
2018 Q3	$296K	Sell	6,267 -1,890	-23%	-$89.2K	0.02%	362
2018 Q2	$373K	Sell	8,157 -79	-1%	-$3.54K	0.03%	304
2018 Q1	$375K	Sell	8,236 -168	-2%	-$7.49K	0.04%	307
2017 Q4	$404K	Buy	8,404 +594	+8%	+$29.5K	0.04%	304
2017 Q3	$370K	Sell	7,810 -4,430	-36%	-$213K	0.04%	314
2017 Q2	$562K	Sell	12,240 -3	-0%	-$138	0.07%	203
2017 Q1	$544K	Sell	12,243 -59,926	-83%	-$2.54M	0.08%	168
2016 Q4	$2.94M	Sell	72,169 -160	-0.2%	-$6.4K	0.44%	37
2016 Q3	$2.98M	Sell	72,329 -71,884	-50%	-$3.07M	0.46%	33
2016 Q2	$6.46M	Buy	144,213 +142,780	+9,964%	+$5.91M	1.08%	13
2016 Q1	$60K	Buy	1,433 +117	+9%	+$4.56K	0.01%	656
2015 Q4	$47K	Buy	+1,316	New	+$47K	0.01%	733

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

Wealthspire Advisors (Maryland)'s XEL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Xcel Energy (XEL) in Q3 2020: 4,036 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in XEL as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in XEL in Q4 2015 and has held it in 15 quarters since. The position peaked at $6.46M in Q2 2016. 844 funds tracked by Wall St. Rank hold XEL as of Q3 2020.

Wealthspire Advisors (Maryland) held 4,036 shares of Xcel Energy worth $279K as of Q3 2020.
Xcel Energy was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Xcel Energy made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #357 holding.
Wealthspire Advisors (Maryland) first reported a position in Xcel Energy in Q4 2015 and has held it in 15 quarters since.
Wealthspire Advisors (Maryland)'s Xcel Energy position peaked at $6.46M in Q2 2016.
844 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.