Advantage Investment Management’s Xcel Energy XEL Stock Holding History

Advantage 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
2019 Q3	$19K	Hold	300	–	–	0.01%	536
2019 Q2	$18K	Hold	300	–	–	0.01%	556
2019 Q1	$17K	Sell	300 -121	-29%	-$6.44K	0.01%	558
2018 Q4	$21K	Hold	421	–	–	0.02%	503
2018 Q3	$20K	Hold	421	–	–	0.01%	581
2018 Q2	$19K	Hold	421	–	–	0.01%	555
2018 Q1	$19K	Hold	421	–	–	0.01%	563
2017 Q4	$20K	Hold	421	–	–	0.01%	578
2017 Q3	$20K	Buy	421 +121	+40%	+$5.81K	0.01%	549
2017 Q2	$14K	Buy	300 +100	+50%	+$4.6K	﹤0.01%	640
2017 Q1	$9K	Hold	200	–	–	﹤0.01%	714
2016 Q4	$8K	Buy	+200	New	+$8K	﹤0.01%	682

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

Advantage Investment Management's XEL Position: Q3 2019 in Review

Advantage Investment Management held its Xcel Energy (XEL) position steady in Q3 2019 at 300 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #536.

Advantage Investment Management first reported a position in XEL in Q4 2016 and has held it in 12 quarters since. The position peaked at $21K in Q4 2018. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Advantage Investment Management held 300 shares of Xcel Energy worth $19K as of Q3 2019.
Advantage Investment Management left its Xcel Energy share count unchanged in Q3 2019.
Xcel Energy made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #536 holding.
Advantage Investment Management first reported a position in Xcel Energy in Q4 2016 and has held it in 12 quarters since.
Advantage Investment Management's Xcel Energy position peaked at $21K in Q4 2018.
805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.