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AHL Partners’s Xcel Energy XEL Stock Holding History

AHL Partners’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
Q4 		– Sell
-48,233
Closed -$2.28M – 1384
2017
Q3 		$2.28M Sell
48,233
-15,674
-25% -$752K 0.04% 630
2017
Q2 		$2.93M Sell
63,907
-1,158
-2% -$53.3K 0.06% 526
2017
Q1 		$2.89M Buy
+65,065
New +$2.76M 0.06% 526
2016
Q3 		– Sell
-15,005
Closed -$672K – 1165
2016
Q2 		$672K Sell
15,005
-1,130
-7% -$46.8K 0.04% 534
2016
Q1 		$675K Sell
16,135
-328
-2% -$12.8K 0.04% 489
2015
Q4 		$592K Buy
16,463
+7,015
+74% +$250K 0.05% 435
2015
Q3 		$335K Buy
+9,448
New +$321K 0.05% 528

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

AHL Partners's XEL Position: Q4 2017 in Review

AHL Partners sold out of Xcel Energy (XEL) in Q4 2017, closing a stake of 48,233 shares — an estimated $2.28M sold.

AHL Partners first reported a position in XEL in Q3 2015 and held it in 7 quarters. The position peaked at $2.93M in Q2 2017. 706 funds tracked by Wall St. Rank hold XEL as of Q4 2017.

  • AHL Partners reported no remaining Xcel Energy position as of Q4 2017 after selling out during the quarter.
  • AHL Partners sold 48,233 Xcel Energy shares in Q4 2017, an estimated $2.28M.
  • AHL Partners first reported a position in Xcel Energy in Q3 2015 and held it in 7 quarters.
  • AHL Partners's Xcel Energy position peaked at $2.93M in Q2 2017.
  • 706 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.