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Aurora Financial Advisors’s Xcel Energy XEL Stock Holding History

Aurora Financial 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
2017
Q4 		$258K Buy
+5,364
New +$266K 0.18% 159

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aurora Financial Advisors's XEL Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in Xcel Energy (XEL) in Q4 2017: 5,364 shares worth $258K. The stake represents 0.18% of the portfolio and ranks #159 among its holdings.

706 funds tracked by Wall St. Rank hold XEL as of Q4 2017.

  • Aurora Financial Advisors held 5,364 shares of Xcel Energy worth $258K as of Q4 2017.
  • Xcel Energy was a new Aurora Financial Advisors position in Q4 2017.
  • Xcel Energy made up 0.18% of Aurora Financial Advisors's portfolio in Q4 2017, its #159 holding.
  • 706 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.