1834 Investment Advisors’s Xcel Energy XEL Stock Holding History

1834 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
2019 Q3	–	Sell	-1,500	Closed	-$89K	–	500
2019 Q2	$89K	Hold	1,500	–	–	0.01%	241
2019 Q1	$84K	Hold	1,500	–	–	0.01%	238
2018 Q4	$74K	Hold	1,500	–	–	0.01%	240
2018 Q3	$71K	Hold	1,500	–	–	0.01%	256
2018 Q2	$69K	Hold	1,500	–	–	0.01%	250
2018 Q1	$68K	Hold	1,500	–	–	0.01%	248
2017 Q4	$72K	Buy	+1,500	New	+$74.4K	0.01%	264

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

1834 Investment Advisors's XEL Position: Q3 2019 in Review

1834 Investment Advisors sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 1,500 shares — an estimated $89K sold.

1834 Investment Advisors first reported a position in XEL in Q4 2017 and held it in 7 quarters. The position peaked at $89K in Q2 2019. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

1834 Investment Advisors reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
1834 Investment Advisors sold 1,500 Xcel Energy shares in Q3 2019, an estimated $89K.
1834 Investment Advisors first reported a position in Xcel Energy in Q4 2017 and held it in 7 quarters.
1834 Investment Advisors's Xcel Energy position peaked at $89K in Q2 2019.
805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on 1834 Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.