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AlphaOne Investment Services’s Xcel Energy XEL Stock Holding History

AlphaOne Investment Services’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
-200
Closed -$13K – 94
2019
Q3 		$13K Hold
200
– – 0.02% 75
2019
Q2 		$12K Hold
200
– – 0.01% 167
2019
Q1 		$11K Hold
200
– – 0.01% 187
2018
Q4 		$10K Hold
200
– – ﹤0.01% 193
2018
Q3 		$9K Buy
200
+46
+30% +$2.17K ﹤0.01% 203
2018
Q2 		$7K Sell
154
-1,053
-87% -$47.2K ﹤0.01% 213
2018
Q1 		$55K Buy
1,207
+1,053
+684% +$46.9K 0.02% 283
2017
Q4 		$7K Buy
+154
New +$7.64K ﹤0.01% 297

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

AlphaOne Investment Services's XEL Position: Q4 2019 in Review

AlphaOne Investment Services sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 200 shares — an estimated $13K sold.

AlphaOne Investment Services first reported a position in XEL in Q4 2017 and held it in 8 quarters. The position peaked at $55K in Q1 2018. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

  • AlphaOne Investment Services reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
  • AlphaOne Investment Services sold 200 Xcel Energy shares in Q4 2019, an estimated $13K.
  • AlphaOne Investment Services first reported a position in Xcel Energy in Q4 2017 and held it in 8 quarters.
  • AlphaOne Investment Services's Xcel Energy position peaked at $55K in Q1 2018.
  • 848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on AlphaOne Investment Services's 13F filing for Q4 2019, filed 14 Feb 2020.