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Acrospire Investment Management’s Xcel Energy XEL Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-1,200
Closed -$55K – 1459
2017
Q2 		$55K Buy
1,200
+700
+140% +$32.2K 0.05% 766
2017
Q1 		$22K Buy
+500
New +$21.2K 0.02% 1574

Other funds holding XEL

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acrospire Investment Management's XEL Position: Q3 2017 in Review

Acrospire Investment Management sold out of Xcel Energy (XEL) in Q3 2017, closing a stake of 1,200 shares — an estimated $55K sold.

Acrospire Investment Management first reported a position in XEL in Q1 2017 and held it in 2 quarters. The position peaked at $55K in Q2 2017. 640 funds tracked by Wall St. Rank hold XEL as of Q3 2017.

  • Acrospire Investment Management reported no remaining Xcel Energy position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,200 Xcel Energy shares in Q3 2017, an estimated $55K.
  • Acrospire Investment Management first reported a position in Xcel Energy in Q1 2017 and held it in 2 quarters.
  • Acrospire Investment Management's Xcel Energy position peaked at $55K in Q2 2017.
  • 640 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.