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AEGON Asset Management (UK)’s Xcel Energy XEL Stock Holding History

AEGON Asset Management (UK)’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
2018
Q4 		– Sell
-11,509
Closed -$543K – 203
2018
Q3 		$543K Buy
+11,509
New +$543K 0.01% 170
2016
Q3 		– Sell
-34,216
Closed -$1.53M – 235
2016
Q2 		$1.53M Sell
34,216
-4,370
-11% -$181K 0.04% 112
2016
Q1 		$1.61M Buy
+38,586
New +$1.5M 0.05% 105

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AEGON Asset Management (UK)'s XEL Position: Q4 2018 in Review

AEGON Asset Management (UK) sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 11,509 shares — an estimated $543K sold.

AEGON Asset Management (UK) first reported a position in XEL in Q1 2016 and held it in 3 quarters. The position peaked at $1.61M in Q1 2016. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

  • AEGON Asset Management (UK) reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
  • AEGON Asset Management (UK) sold 11,509 Xcel Energy shares in Q4 2018, an estimated $543K.
  • AEGON Asset Management (UK) first reported a position in Xcel Energy in Q1 2016 and held it in 3 quarters.
  • AEGON Asset Management (UK)'s Xcel Energy position peaked at $1.61M in Q1 2016.
  • 758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on AEGON Asset Management (UK)'s 13F filing for Q4 2018, filed 14 Jan 2019.