Archford Capital Strategies’s Xcel Energy XEL Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-495	Closed	-$29K	–	527
2019 Q2	$29K	Hold	495	–	–	0.01%	314
2019 Q1	$28K	Hold	495	–	–	0.01%	308
2018 Q4	$24K	Hold	495	–	–	0.01%	302
2018 Q3	$23K	Hold	495	–	–	0.01%	346
2018 Q2	$23K	Hold	495	–	–	0.01%	353
2018 Q1	$24K	Buy	+495	New	+$22.1K	0.01%	260
2017 Q2	–	Sell	-495	Closed	-$22K	–	634
2017 Q1	$22K	Hold	495	–	–	0.01%	361
2016 Q4	$20K	Hold	495	–	–	0.01%	325
2016 Q3	$20K	Hold	495	–	–	0.01%	332
2016 Q2	$22K	Buy	+495	New	+$20.5K	0.01%	325
2016 Q1	–	Sell	-495	Closed	-$18K	–	617
2015 Q4	$18K	Hold	495	–	–	0.01%	384
2015 Q3	$18K	Hold	495	–	–	0.01%	289
2015 Q2	$16K	Hold	495	–	–	0.01%	295
2015 Q1	$17.2K	Sell	495 -1,988	-80%	-$71.1K	0.01%	296
2014 Q4	$89K	Buy	2,483 +544	+28%	+$18.3K	0.07%	162
2014 Q3	$59K	Buy	1,939 +654	+51%	+$20.5K	0.05%	195
2014 Q2	$41.4K	Sell	1,285 -169	-12%	-$5.24K	0.03%	228
2014 Q1	$44.1K	Buy	+1,454	New	+$42.4K	0.04%	234

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Archford Capital Strategies's XEL Position: Q3 2019 in Review

Archford Capital Strategies sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 495 shares — an estimated $29K sold.

Archford Capital Strategies first reported a position in XEL in Q1 2014 and held it in 18 quarters. The position peaked at $89K in Q4 2014. 806 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Archford Capital Strategies reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 495 Xcel Energy shares in Q3 2019, an estimated $29K.
Archford Capital Strategies first reported a position in Xcel Energy in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's Xcel Energy position peaked at $89K in Q4 2014.
806 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.