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Baldwin Wealth Partners’s Xcel Energy XEL Stock Holding History

Baldwin Wealth Partners’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
Q1 		– Sell
-400
Closed -$16K – 546
2016
Q4 		$16K Hold
400
– – ﹤0.01% 389
2016
Q3 		$16K Buy
+400
New +$17.1K ﹤0.01% 407

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baldwin Wealth Partners's XEL Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of Xcel Energy (XEL) in Q1 2017, closing a stake of 400 shares — an estimated $16K sold.

Baldwin Wealth Partners first reported a position in XEL in Q3 2016 and held it in 2 quarters. The position peaked at $16K in Q4 2016. 625 funds tracked by Wall St. Rank hold XEL as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining Xcel Energy position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 400 Xcel Energy shares in Q1 2017, an estimated $16K.
  • Baldwin Wealth Partners first reported a position in Xcel Energy in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's Xcel Energy position peaked at $16K in Q4 2016.
  • 625 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.