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Alera Investment Advisors’s Xcel Energy XEL Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-147
Closed -$8K – 1032
2019
Q1 		$8K Buy
147
+2
+1% +$106 ﹤0.01% 536
2018
Q4 		$7K Buy
+145
New +$7.27K ﹤0.01% 535

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Alera Investment Advisors's XEL Position: Q2 2019 in Review

Alera Investment Advisors sold out of Xcel Energy (XEL) in Q2 2019, closing a stake of 147 shares — an estimated $8K sold.

Alera Investment Advisors first reported a position in XEL in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 792 funds tracked by Wall St. Rank hold XEL as of Q2 2019.

  • Alera Investment Advisors reported no remaining Xcel Energy position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 147 Xcel Energy shares in Q2 2019, an estimated $8K.
  • Alera Investment Advisors first reported a position in Xcel Energy in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Xcel Energy position peaked at $8K in Q1 2019.
  • 792 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.