BTIS
XEL icon

BB&T Investment Services’s Xcel Energy XEL Stock Holding History

BB&T Investment Services’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 		$147K Buy
2,782
+52
+2% +$2.58K 0.02% 336
2017
Q3 		$145K Buy
2,730
+1,155
+73% +$55.4K 0.03% 306
2017
Q2 		$72K Buy
1,575
+118
+8% +$5.43K 0.02% 395
2017
Q1 		$65K Buy
1,457
+99
+7% +$4.2K 0.03% 330
2016
Q4 		$55K Buy
+1,358
New +$54.3K 0.04% 285

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BB&T Investment Services's XEL Position: Q4 2017 in Review

BB&T Investment Services increased its Xcel Energy (XEL) stake by 1.9% in Q4 2017, buying an estimated $2.58K and bringing the position to 2,782 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #336.

BB&T Investment Services first reported a position in XEL in Q4 2016 and has held it in 5 quarters since. 706 funds tracked by Wall St. Rank hold XEL as of Q4 2017.

  • BB&T Investment Services held 2,782 shares of Xcel Energy worth $147K as of Q4 2017.
  • BB&T Investment Services bought 52 Xcel Energy shares in Q4 2017, an estimated $2.58K.
  • Xcel Energy made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #336 holding.
  • BB&T Investment Services first reported a position in Xcel Energy in Q4 2016 and has held it in 5 quarters since.
  • 706 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.