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Weaver Consulting Group’s Xcel Energy XEL Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-155
Closed -$11K – 918
2020
Q3 		$11K Hold
155
– – 0.01% 555
2020
Q2 		$10K Hold
155
– – 0.01% 549
2020
Q1 		$9K Hold
155
– – 0.01% 473
2019
Q4 		$10K Hold
155
– – 0.01% 502
2019
Q3 		$9K Hold
155
– – ﹤0.01% 510
2019
Q2 		$9K Hold
155
– – ﹤0.01% 491
2019
Q1 		$9K Buy
+155
New +$8.24K ﹤0.01% 979

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Weaver Consulting Group's XEL Position: Q4 2020 in Review

Weaver Consulting Group sold out of Xcel Energy (XEL) in Q4 2020, closing a stake of 155 shares — an estimated $11K sold.

Weaver Consulting Group first reported a position in XEL in Q1 2019 and held it in 7 quarters. The position peaked at $11K in Q3 2020. 888 funds tracked by Wall St. Rank hold XEL as of Q4 2020.

  • Weaver Consulting Group reported no remaining Xcel Energy position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 155 Xcel Energy shares in Q4 2020, an estimated $11K.
  • Weaver Consulting Group first reported a position in Xcel Energy in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Xcel Energy position peaked at $11K in Q3 2020.
  • 888 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.