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Bell Rock Capital’s Xcel Energy XEL Stock Holding History

Bell Rock Capital’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
Q1 		– Sell
-167
Closed -$8K – 473
2018
Q4 		$8K Sell
167
-333
-67% -$16.7K 0.01% 363
2018
Q3 		$24K Hold
500
– – 0.01% 300
2018
Q2 		$23K Hold
500
– – 0.01% 317
2018
Q1 		$23K Buy
+500
New +$22.3K 0.01% 310

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $1.02T AUM 30.18% 1-Year Est. Return

Bell Rock Capital's XEL Position: Q1 2019 in Review

Bell Rock Capital sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 167 shares — an estimated $8K sold.

Bell Rock Capital first reported a position in XEL in Q1 2018 and held it in 4 quarters. The position peaked at $24K in Q3 2018. 785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

  • Bell Rock Capital reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
  • Bell Rock Capital sold 167 Xcel Energy shares in Q1 2019, an estimated $8K.
  • Bell Rock Capital first reported a position in Xcel Energy in Q1 2018 and held it in 4 quarters.
  • Bell Rock Capital's Xcel Energy position peaked at $24K in Q3 2018.
  • 785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on Bell Rock Capital's 13F filing for Q1 2019, filed 8 Apr 2019.