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Becker Capital Management’s Xcel Energy XEL Stock Holding History

Becker 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
2018
Q1 		– Sell
-29,481
Closed -$1.42M – 192
2017
Q4 		$1.42M Sell
29,481
-592
-2% -$29.4K 0.05% 86
2017
Q3 		$1.42M Sell
30,073
-14,820
-33% -$711K 0.05% 86
2017
Q2 		$2.06M Sell
44,893
-625
-1% -$28.8K 0.07% 82
2017
Q1 		$2.02M Sell
45,518
-175,622
-79% -$7.44M 0.07% 82
2016
Q4 		$9M Sell
221,140
-28,405
-11% -$1.14M 0.33% 78
2016
Q3 		$10.3M Sell
249,545
-13,645
-5% -$583K 0.4% 75
2016
Q2 		$11.8M Sell
263,190
-11,730
-4% -$485K 0.48% 68
2016
Q1 		$11.5M Sell
274,920
-44,230
-14% -$1.72M 0.5% 62
2015
Q4 		$11.5M Sell
319,150
-2,895
-0.9% -$103K 0.5% 61
2015
Q3 		$11.4M Sell
322,045
-4,872
-1% -$166K 0.51% 60
2015
Q2 		$10.5M Sell
326,917
-11,383
-3% -$383K 0.41% 70
2015
Q1 		$11.8M Sell
338,300
-561,548
-62% -$20.1M 0.46% 69
2014
Q4 		$32.3M Sell
899,848
-11,347
-1% -$381K 1.26% 46
2014
Q3 		$27.7M Buy
911,195
+13,679
+2% +$428K 1.14% 48
2014
Q2 		$28.9M Buy
897,516
+120
+0% +$3.72K 1.18% 44
2014
Q1 		$27.2M Sell
897,396
-29,089
-3% -$848K 1.12% 48
2013
Q4 		$25.9M Sell
926,485
-5,517
-0.6% -$156K 1.06% 50
2013
Q3 		$25.7M Buy
932,002
+177,285
+23% +$5.07M 1.18% 44
2013
Q2 		$21.4M Buy
+754,717
New +$22.6M 1.08% 49

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Becker Capital Management's XEL Position: Q1 2018 in Review

Becker Capital Management sold out of Xcel Energy (XEL) in Q1 2018, closing a stake of 29,481 shares — an estimated $1.42M sold.

Becker Capital Management first reported a position in XEL in Q2 2013 and held it in 19 quarters. The position peaked at $32.3M in Q4 2014. 710 funds tracked by Wall St. Rank hold XEL as of Q1 2018.

  • Becker Capital Management reported no remaining Xcel Energy position as of Q1 2018 after selling out during the quarter.
  • Becker Capital Management sold 29,481 Xcel Energy shares in Q1 2018, an estimated $1.42M.
  • Becker Capital Management first reported a position in Xcel Energy in Q2 2013 and held it in 19 quarters.
  • Becker Capital Management's Xcel Energy position peaked at $32.3M in Q4 2014.
  • 710 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2018.

Based on Becker Capital Management's 13F filing for Q1 2018, filed 7 May 2018.