Alexandria Capital’s Xcel Energy XEL Stock Holding History

Alexandria Capital’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	-120	Closed	-$6K	–	538
2017 Q3	$6K	Hold	120	–	–	﹤0.01%	448
2017 Q2	$6K	Hold	120	–	–	﹤0.01%	477
2017 Q1	$5K	Hold	120	–	–	﹤0.01%	488
2016 Q4	$5K	Hold	120	–	–	﹤0.01%	482
2016 Q3	$5K	Hold	120	–	–	﹤0.01%	494
2016 Q2	$5K	Hold	120	–	–	﹤0.01%	490
2016 Q1	$5K	Hold	120	–	–	﹤0.01%	499
2015 Q4	$4K	Hold	120	–	–	﹤0.01%	563
2015 Q3	$4K	Hold	120	–	–	﹤0.01%	505
2015 Q2	$4K	Hold	120	–	–	﹤0.01%	526
2015 Q1	$4K	Hold	120	–	–	﹤0.01%	520
2014 Q4	$4K	Hold	120	–	–	﹤0.01%	489
2014 Q3	$4K	Hold	120	–	–	﹤0.01%	475
2014 Q2	$4K	Hold	120	–	–	﹤0.01%	479
2014 Q1	$4K	Hold	120	–	–	﹤0.01%	491
2013 Q4	$3K	Hold	120	–	–	﹤0.01%	534
2013 Q3	$3K	Hold	120	–	–	﹤0.01%	537
2013 Q2	$3K	Buy	+120	New	+$3.59K	﹤0.01%	591

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alexandria Capital's XEL Position: Q4 2017 in Review

Alexandria Capital sold out of Xcel Energy (XEL) in Q4 2017, closing a stake of 120 shares — an estimated $6K sold.

Alexandria Capital first reported a position in XEL in Q2 2013 and held it in 18 quarters. The position peaked at $6K in Q3 2017. 706 funds tracked by Wall St. Rank hold XEL as of Q4 2017.

Alexandria Capital reported no remaining Xcel Energy position as of Q4 2017 after selling out during the quarter.
Alexandria Capital sold 120 Xcel Energy shares in Q4 2017, an estimated $6K.
Alexandria Capital first reported a position in Xcel Energy in Q2 2013 and held it in 18 quarters.
Alexandria Capital's Xcel Energy position peaked at $6K in Q3 2017.
706 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.