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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 $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wealthstreet Investment Advisors's XEL Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Xcel Energy (XEL) in Q3 2021, closing a stake of 3,189 shares — an estimated $210K sold.

Wealthstreet Investment Advisors first reported a position in XEL in Q1 2019 and held it in 10 quarters. The position peaked at $560K in Q1 2021. 833 funds tracked by Wall St. Rank hold XEL as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Xcel Energy position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 3,189 Xcel Energy shares in Q3 2021, an estimated $210K.
  • Wealthstreet Investment Advisors first reported a position in Xcel Energy in Q1 2019 and held it in 10 quarters.
  • Wealthstreet Investment Advisors's Xcel Energy position peaked at $560K in Q1 2021.
  • 833 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.