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BB&T Securities’s Xcel Energy XEL Stock Holding History

BB&T Securities’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 		$780K Sell
12,069
-1,013
-8% -$63.1K 0.01% 908
2019
Q2 		$779K Buy
13,082
+2,350
+22% +$135K 0.01% 925
2019
Q1 		$603K Buy
10,732
+2,802
+35% +$149K 0.01% 997
2018
Q4 		$390K Buy
7,930
+739
+10% +$37.1K ﹤0.01% 1072
2018
Q3 		$339K Buy
7,191
+1,491
+26% +$70.4K ﹤0.01% 1279
2018
Q2 		$260K Buy
5,700
+1,146
+25% +$51.3K ﹤0.01% 1340
2018
Q1 		$207K Buy
4,554
+26
+0.6% +$1.16K ﹤0.01% 1396
2017
Q4 		$217K Buy
4,528
+154
+4% +$7.64K ﹤0.01% 1314
2017
Q3 		$206K Buy
+4,374
New +$210K ﹤0.01% 1287
2016
Q3 		– Sell
-6,029
Closed -$269K – 1284
2016
Q2 		$269K Sell
6,029
-177
-3% -$7.32K ﹤0.01% 1027
2016
Q1 		$259K Sell
6,206
-566
-8% -$22.1K ﹤0.01% 997
2015
Q4 		$243K Sell
6,772
-235
-3% -$8.39K 0.01% 1003
2015
Q3 		$248K Sell
7,007
-1
-0% -$34 0.01% 933
2015
Q2 		$225K Buy
7,008
+261
+4% +$8.78K ﹤0.01% 1002
2015
Q1 		$2.35M Buy
6,747
+858
+15% +$30.7K 0.01% 972
2014
Q4 		$2.12M Sell
5,889
-2,776
-32% -$93.2K ﹤0.01% 1009
2014
Q3 		$2.63M Buy
+8,665
New +$271K 0.01% 897

Other funds holding XEL

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return