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Aviance Capital Management’s Xcel Energy XEL Stock Holding History

Aviance Capital Management’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
2016
Q3 		– Sell
-20,598
Closed -$922K – 349
2016
Q2 		$922K Buy
20,598
+1,818
+10% +$75.2K 0.03% 213
2016
Q1 		$785K Buy
18,780
+2,315
+14% +$90.2K 0.03% 202
2015
Q4 		$591K Buy
16,465
+6,551
+66% +$234K 0.02% 210
2015
Q3 		$351K Buy
+9,914
New +$337K 0.01% 235
2014
Q1 		– Sell
-47
Closed -$1K – 412
2013
Q4 		$1K Hold
47
– – ﹤0.01% 422
2013
Q3 		$1K Sell
47
-5,188
-99% -$148K ﹤0.01% 446
2013
Q2 		$148K Buy
+5,235
New +$156K 0.08% 154

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aviance Capital Management's XEL Position: Q3 2016 in Review

Aviance Capital Management sold out of Xcel Energy (XEL) in Q3 2016, closing a stake of 20,598 shares — an estimated $922K sold.

Aviance Capital Management first reported a position in XEL in Q2 2013 and held it in 7 quarters. The position peaked at $922K in Q2 2016. 585 funds tracked by Wall St. Rank hold XEL as of Q3 2016.

  • Aviance Capital Management reported no remaining Xcel Energy position as of Q3 2016 after selling out during the quarter.
  • Aviance Capital Management sold 20,598 Xcel Energy shares in Q3 2016, an estimated $922K.
  • Aviance Capital Management first reported a position in Xcel Energy in Q2 2013 and held it in 7 quarters.
  • Aviance Capital Management's Xcel Energy position peaked at $922K in Q2 2016.
  • 585 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2016.

Based on Aviance Capital Management's 13F filing for Q3 2016, filed 9 Nov 2016.