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Wealthstreet Investment Advisors’s Xcel Energy XEL Stock Holding History

Wealthstreet Investment 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
Q3 		– Sell
-3,189
Closed -$210K – 96
2021
Q2 		$210K Sell
3,189
-5,236
-62% -$364K 1.09% 29
2021
Q1 		$560K Buy
8,425
+90
+1% +$5.69K 0.05% 237
2020
Q4 		$556K Buy
8,335
+420
+5% +$29.3K 0.06% 232
2020
Q3 		$546K Buy
7,915
+1,500
+23% +$102K 0.06% 208
2020
Q2 		$401K Buy
6,415
+315
+5% +$19.9K 0.05% 239
2020
Q1 		$368K Buy
6,100
+190
+3% +$12.4K 0.05% 222
2019
Q4 		$375K Hold
5,910
– – 0.04% 258
2019
Q3 		$370K Buy
5,910
+650
+12% +$40.5K 0.05% 254
2019
Q2 		$313K Buy
5,260
+467
+10% +$26.8K 0.04% 275
2019
Q1 		$269K Buy
+4,793
New +$255K 0.04% 291

Other funds holding XEL

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $431B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return