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Advisor Group’s Xcel Energy XEL Stock Holding History

Advisor 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
2019
Q4 		– Sell
-4
Closed -$1K – 5460
2019
Q3 		$1K Buy
+4
New +$249 ﹤0.01% 5182

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's XEL Position: Q4 2019 in Review

Advisor Group reduced its Xcel Energy (XEL) stake by 16% in Q4 2019, selling an estimated $1.21M and leaving 100,419 shares worth $6.38M. The position accounts for 0.04% of the portfolio, ranked #343.

Advisor Group first reported a position in XEL in Q2 2016 and has held it in 15 quarters since. The position peaked at $7.77M in Q3 2019. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

  • Advisor Group held 100,419 shares of Xcel Energy worth $6.38M as of Q4 2019.
  • Advisor Group sold 19,280 Xcel Energy shares in Q4 2019, an estimated $1.21M.
  • Xcel Energy made up 0.04% of Advisor Group's portfolio in Q4 2019, its #343 holding.
  • Advisor Group first reported a position in Xcel Energy in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Xcel Energy position peaked at $7.77M in Q3 2019.
  • 848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.