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Amica Mutual Insurance’s Xcel Energy XEL Stock Holding History

Amica Mutual Insurance’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
Q2 		– Sell
-26,713
Closed -$1.19M – 374
2017
Q1 		$1.19M Hold
26,713
– – 0.11% 224
2016
Q4 		$1.09M Buy
+26,713
New +$1.07M 0.1% 253
2016
Q1 		– Sell
-31,633
Closed -$1.14M – 435
2015
Q4 		$1.14M Buy
+31,633
New +$1.13M 0.1% 229

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Amica Mutual Insurance's XEL Position: Q2 2017 in Review

Amica Mutual Insurance sold out of Xcel Energy (XEL) in Q2 2017, closing a stake of 26,713 shares — an estimated $1.19M sold.

Amica Mutual Insurance first reported a position in XEL in Q4 2015 and held it in 3 quarters. The position peaked at $1.19M in Q1 2017. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

  • Amica Mutual Insurance reported no remaining Xcel Energy position as of Q2 2017 after selling out during the quarter.
  • Amica Mutual Insurance sold 26,713 Xcel Energy shares in Q2 2017, an estimated $1.19M.
  • Amica Mutual Insurance first reported a position in Xcel Energy in Q4 2015 and held it in 3 quarters.
  • Amica Mutual Insurance's Xcel Energy position peaked at $1.19M in Q1 2017.
  • 634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on Amica Mutual Insurance's 13F filing for Q2 2017, filed 11 Aug 2017.